Asset Management One’s Southwest Gas SWX Stock Holding History

Asset Management One’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	$2.76M	Buy	+33,892	New	+$3.02M	0.01%	654
2019 Q3	–	Sell	-4,700	Closed	-$421K	–	1060
2019 Q2	$421K	Sell	4,700 -4,900	-51%	-$416K	﹤0.01%	981
2019 Q1	$790K	Buy	+9,600	New	+$768K	﹤0.01%	907
2018 Q2	–	Sell	-12,500	Closed	-$845K	–	1118
2018 Q1	$845K	Sell	12,500 -10,200	-45%	-$725K	﹤0.01%	902
2017 Q4	$1.84M	Hold	22,700	–	–	﹤0.01%	852
2017 Q3	$1.78M	Buy	+22,700	New	+$1.8M	﹤0.01%	841

Other funds holding SWX

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Asset Management One's SWX Position: Q3 2026 in Review

Asset Management One opened a new position in Southwest Gas (SWX) in Q3 2026: 33,892 shares worth $2.76M. The stake represents 0.01% of the portfolio and ranks #654 among its holdings. This is a return to the name: Asset Management One previously reported a position in SWX as recently as Q2 2019.

Asset Management One first reported a position in SWX in Q3 2017 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

Asset Management One held 33,892 shares of Southwest Gas worth $2.76M as of Q3 2026.
Southwest Gas was a new Asset Management One position in Q3 2026.
Southwest Gas made up 0.01% of Asset Management One's portfolio in Q3 2026, its #654 holding.
Asset Management One first reported a position in Southwest Gas in Q3 2017 and has held it in 6 quarters since.
109 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Asset Management One's 13F filing for Q3 2026, filed 27 Oct 2026.