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Bogart Wealth LLC’s Southwest Gas SWX Stock Holding History

Bogart Wealth LLC’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 		$1.06K Buy
+12
New +$1.07K ﹤0.01% 1605
2026
Q1 		– Sell
-35
Closed -$2.8K – 1892
2025
Q4 		$2.8K Hold
35
– – ﹤0.01% 1120
2025
Q3 		$2.74K Hold
35
– – ﹤0.01% 1090
2025
Q2 		$2.6K Buy
35
+20
+133% +$1.44K ﹤0.01% 1055
2025
Q1 		$1.08K Buy
+15
New +$1.11K ﹤0.01% 1172

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's SWX Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Southwest Gas (SWX) in Q2 2026: 12 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #1605 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in SWX as recently as Q4 2025.

Bogart Wealth LLC first reported a position in SWX in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.8K in Q4 2025. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Bogart Wealth LLC held 12 shares of Southwest Gas worth $1.06K as of Q2 2026.
  • Southwest Gas was a new Bogart Wealth LLC position in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1605 holding.
  • Bogart Wealth LLC first reported a position in Southwest Gas in Q1 2025 and has held it in 5 quarters since.
  • Bogart Wealth LLC's Southwest Gas position peaked at $2.8K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.