AlphaGrep UK
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AlphaGrep UK’s Southwest Gas SWX Stock Holding History

AlphaGrep UK’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
Q3 		$726K Buy
8,904
+4,059
+84% +$362K 0.22% 94
2026
Q2 		$430K Sell
4,845
-3,753
-44% -$336K 0.13% 290
2026
Q1 		$747K Buy
8,598
+3,497
+69% +$298K 0.22% 93
2025
Q4 		$408K Buy
+5,101
New +$409K 0.14% 277

Other funds holding SWX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AlphaGrep UK's SWX Position: Q3 2026 in Review

AlphaGrep UK increased its Southwest Gas (SWX) stake by 84% in Q3 2026, buying an estimated $362K and bringing the position to 8,904 shares worth $726K. The position accounts for 0.22% of the portfolio, ranked #94.

AlphaGrep UK first reported a position in SWX in Q4 2025 and has held it in 4 quarters since. The position peaked at $747K in Q1 2026. 328 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • AlphaGrep UK held 8,904 shares of Southwest Gas worth $726K as of Q3 2026.
  • AlphaGrep UK bought 4,059 Southwest Gas shares in Q3 2026, an estimated $362K.
  • Southwest Gas made up 0.22% of AlphaGrep UK's portfolio in Q3 2026, its #94 holding.
  • AlphaGrep UK first reported a position in Southwest Gas in Q4 2025 and has held it in 4 quarters since.
  • AlphaGrep UK's Southwest Gas position peaked at $747K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.