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ALPS Advisors’s Southwest Gas SWX Stock Holding History

ALPS Advisors’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 		$1.27M Buy
14,301
+475
+3% +$42.5K 0.01% 638
2026
Q1 		$1.2M Sell
13,826
-684
-5% -$58.3K 0.01% 549
2025
Q4 		$1.16M Sell
14,510
-54
-0.4% -$4.33K 0.01% 512
2025
Q3 		$1.14M Buy
+14,564
New +$1.13M 0.01% 488
2022
Q3 		– Sell
-32,029
Closed -$2.79M – 1182
2022
Q2 		$2.79M Sell
32,029
-6,871
-18% -$606K 0.03% 253
2022
Q1 		$3.04M Sell
38,900
-5,277
-12% -$370K 0.03% 161
2021
Q4 		$3.1M Buy
+44,177
New +$3.04M 0.03% 194

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

ALPS Advisors's SWX Position: Q2 2026 in Review

ALPS Advisors increased its Southwest Gas (SWX) stake by 3.4% in Q2 2026, buying an estimated $42.5K and bringing the position to 14,301 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #638.

ALPS Advisors first reported a position in SWX in Q4 2021 and has held it in 7 quarters since. The position peaked at $3.1M in Q4 2021. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • ALPS Advisors held 14,301 shares of Southwest Gas worth $1.27M as of Q2 2026.
  • ALPS Advisors bought 475 Southwest Gas shares in Q2 2026, an estimated $42.5K.
  • Southwest Gas made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #638 holding.
  • ALPS Advisors first reported a position in Southwest Gas in Q4 2021 and has held it in 7 quarters since.
  • ALPS Advisors's Southwest Gas position peaked at $3.1M in Q4 2021.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.