American Capital Advisory
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American Capital Advisory’s Southwest Gas SWX Stock Holding History

American Capital Advisory’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 		$164 Buy
2
+1
+100% +$89 ﹤0.01% 1095
2026
Q2 		$89 Hold
1
– – ﹤0.01% 1133
2026
Q1 		$87 Hold
1
– – ﹤0.01% 1103
2025
Q4 		$81 Hold
1
– – ﹤0.01% 1021
2025
Q3 		$79 Buy
+1
New +$78 ﹤0.01% 977

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

American Capital Advisory's SWX Position: Q3 2026 in Review

American Capital Advisory increased its Southwest Gas (SWX) stake by 100% in Q3 2026, buying an estimated $89 and bringing the position to 2 shares worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

American Capital Advisory first reported a position in SWX in Q3 2025 and has held it in 5 quarters since. 328 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • American Capital Advisory held 2 shares of Southwest Gas worth $164 as of Q3 2026.
  • American Capital Advisory bought 1 Southwest Gas share in Q3 2026, an estimated $89.
  • Southwest Gas made up ﹤0.01% of American Capital Advisory's portfolio in Q3 2026, its #1095 holding.
  • American Capital Advisory first reported a position in Southwest Gas in Q3 2025 and has held it in 5 quarters since.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.