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Brooklyn Investment Group’s Southwest Gas SWX Stock Holding History

Brooklyn Investment Group’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
2025
Q3 		– Sell
-88
Closed -$6.55K – 2445
2025
Q2 		$6.55K Buy
88
+58
+193% +$4.18K ﹤0.01% 2370
2025
Q1 		$2.15K Buy
+30
New +$2.22K ﹤0.01% 2138

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Brooklyn Investment Group's SWX Position: Q3 2025 in Review

Brooklyn Investment Group sold out of Southwest Gas (SWX) in Q3 2025, closing a stake of 88 shares — an estimated $6.55K sold.

Brooklyn Investment Group first reported a position in SWX in Q1 2025 and held it in 2 quarters. The position peaked at $6.55K in Q2 2025. 334 funds tracked by Wall St. Rank hold SWX as of Q3 2025.

  • Brooklyn Investment Group reported no remaining Southwest Gas position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 88 Southwest Gas shares in Q3 2025, an estimated $6.55K.
  • Brooklyn Investment Group first reported a position in Southwest Gas in Q1 2025 and held it in 2 quarters.
  • Brooklyn Investment Group's Southwest Gas position peaked at $6.55K in Q2 2025.
  • 334 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.