BTC Capital Management’s Southwest Gas SWX Stock Holding History

BTC Capital 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
2026 Q1	$353K	Buy	4,064 +402	+11%	+$34.3K	0.02%	192
2025 Q4	$294K	Buy	3,662 +60	+2%	+$4.81K	0.02%	193
2025 Q3	$282K	Buy	3,602 +258	+8%	+$20.1K	0.02%	191
2025 Q2	$248K	Buy	3,344 +159	+5%	+$11.5K	0.02%	192
2025 Q1	$229K	Buy	3,185 +13	+0.4%	+$962	0.02%	200
2024 Q4	$224K	Buy	3,172 +54	+2%	+$4.01K	0.02%	198
2024 Q3	$230K	Buy	3,118 +14	+0.5%	+$1.01K	0.02%	205
2024 Q2	$218K	Sell	3,104 -235	-7%	-$17.6K	0.02%	205
2024 Q1	$254K	Buy	+3,339	New	+$216K	0.02%	214
2023 Q2	–	Sell	-4,667	Closed	-$290K	–	251
2023 Q1	$290K	Buy	4,667 +544	+13%	+$34.7K	0.03%	194
2022 Q4	$255K	Buy	4,123 +524	+15%	+$35.6K	0.03%	222
2022 Q3	$250K	Buy	3,599 +208	+6%	+$16.9K	0.03%	221
2022 Q2	$296K	Sell	3,391 -3,239	-49%	-$286K	0.04%	211
2022 Q1	$520K	Buy	6,630 +3,452	+109%	+$242K	0.05%	178
2021 Q4	$224K	Buy	+3,178	New	+$219K	0.02%	252

Other funds holding SWX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.6B 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