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Bravera Wealth’s Southwest Gas SWX Stock Holding History

Bravera Wealth’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 		$35.2K Hold
397
– – 0.01% 200
2026
Q1 		$34.5K Hold
397
– – 0.02% 210
2025
Q4 		$31.8K Buy
+397
New +$31.8K 0.02% 200

Other funds holding SWX

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Bravera Wealth's SWX Position: Q2 2026 in Review

Bravera Wealth held its Southwest Gas (SWX) position steady in Q2 2026 at 397 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #200.

Bravera Wealth first reported a position in SWX in Q4 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Bravera Wealth held 397 shares of Southwest Gas worth $35.2K as of Q2 2026.
  • Bravera Wealth left its Southwest Gas share count unchanged in Q2 2026.
  • Southwest Gas made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #200 holding.
  • Bravera Wealth first reported a position in Southwest Gas in Q4 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.