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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
Q2 		$29.7M Buy
334,640
+124,069
+59% +$11.1M 0.35% 29
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% 967
2024
Q4 		$368K Buy
+5,201
New +$386K 0.01% 964
2024
Q3 		– Sell
-5,773
Closed -$406K – 1568
2024
Q2 		$406K Buy
+5,773
New +$432K 0.01% 991
2023
Q1 		– Sell
-20,858
Closed -$1.29M – 1303
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Algert Global's SWX Position: Q2 2026 in Review

Algert Global increased its Southwest Gas (SWX) stake by 59% in Q2 2026, buying an estimated $11.1M and bringing the position to 334,640 shares worth $29.7M. The position accounts for 0.35% of the portfolio, ranked #29.

Algert Global first reported a position in SWX in Q1 2019 and has held it in 17 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Algert Global held 334,640 shares of Southwest Gas worth $29.7M as of Q2 2026.
  • Algert Global bought 124,069 Southwest Gas shares in Q2 2026, an estimated $11.1M.
  • Southwest Gas made up 0.35% of Algert Global's portfolio in Q2 2026, its #29 holding.
  • Algert Global first reported a position in Southwest Gas in Q1 2019 and has held it in 17 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.