Algert Global’s Southwest Gas SWX Stock Holding History

Algert Global’s Portfolio SWX Stock Details SWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.3M	Buy	210,571 +148,990	+242%	+$12.7M	0.28%	72
2025 Q4	$4.93M	Sell	61,581 -39,500	-39%	-$3.16M	0.08%	442
2025 Q3	$7.92M	Sell	101,081 -79,091	-44%	-$6.16M	0.13%	253
2025 Q2	$13.4M	Buy	180,172 +174,971	+3,364%	+$12.6M	0.28%	70
2025 Q1	$373K	Hold	5,201	–	–	0.01%	968
2024 Q4	$368K	Buy	+5,201	New	+$386K	0.01%	964
2024 Q3	–	Sell	-5,773	Closed	-$406K	–	1570
2024 Q2	$406K	Buy	+5,773	New	+$432K	0.01%	991
2023 Q1	–	Sell	-20,858	Closed	-$1.29M	–	1304
2022 Q4	$1.29M	Hold	20,858	–	–	0.07%	465
2022 Q3	$1.46M	Buy	20,858 +5,388	+35%	+$437K	0.09%	395
2022 Q2	$1.35M	Buy	15,470 +270	+2%	+$23.8K	0.1%	350
2022 Q1	$1.19M	Buy	+15,200	New	+$1.06M	0.08%	445
2020 Q2	–	Sell	-16,190	Closed	-$1.13M	–	501
2020 Q1	$1.13M	Sell	16,190 -400	-2%	-$28.8K	0.47%	59
2019 Q4	$1.26M	Buy	16,590 +10,750	+184%	+$874K	0.38%	97
2019 Q3	$532K	Buy	5,840 +2,260	+63%	+$203K	0.2%	146
2019 Q2	$321K	Hold	3,580	–	–	0.12%	216
2019 Q1	$294K	Buy	+3,580	New	+$286K	0.17%	190

Other funds holding SWX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return