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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B 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

ALPS Advisors's SWX Position: Q1 2026 in Review

ALPS Advisors reduced its Southwest Gas (SWX) stake by 4.7% in Q1 2026, selling an estimated $58.3K and leaving 13,826 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #549.

ALPS Advisors first reported a position in SWX in Q4 2021 and has held it in 6 quarters since. The position peaked at $3.1M in Q4 2021. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • ALPS Advisors held 13,826 shares of Southwest Gas worth $1.2M as of Q1 2026.
  • ALPS Advisors sold 684 Southwest Gas shares in Q1 2026, an estimated $58.3K.
  • Southwest Gas made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #549 holding.
  • ALPS Advisors first reported a position in Southwest Gas in Q4 2021 and has held it in 6 quarters since.
  • ALPS Advisors's Southwest Gas position peaked at $3.1M in Q4 2021.
  • 395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.