BFM
SWX icon

Boothbay Fund Management’s Southwest Gas SWX Stock Holding History

Boothbay Fund Management’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
2016
Q4 		– Sell
-4,000
Closed -$279K – 931
2016
Q3 		$279K Buy
+4,000
New +$295K 0.06% 410

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

Boothbay Fund Management's SWX Position: Q1 2026 in Review

Boothbay Fund Management reduced its Southwest Gas (SWX) stake by 16% in Q1 2026, selling an estimated $964K and leaving 57,494 shares worth $5M. The position accounts for 0.06% of the portfolio, ranked #322.

Boothbay Fund Management first reported a position in SWX in Q1 2022 and has held it in 5 quarters since. The position peaked at $5.69M in Q3 2025. 396 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Boothbay Fund Management held 57,494 shares of Southwest Gas worth $5M as of Q1 2026.
  • Boothbay Fund Management sold 11,307 Southwest Gas shares in Q1 2026, an estimated $964K.
  • Southwest Gas made up 0.06% of Boothbay Fund Management's portfolio in Q1 2026, its #322 holding.
  • Boothbay Fund Management first reported a position in Southwest Gas in Q1 2022 and has held it in 5 quarters since.
  • Boothbay Fund Management's Southwest Gas position peaked at $5.69M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Boothbay Fund Management's 13F filing for Q1 2026, filed 15 May 2026.