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Burney Company’s Southwest Gas SWX Stock Holding History

Burney Company’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
Q1 		– Sell
-4,302
Closed -$304K – 600
2024
Q4 		$304K Sell
4,302
-15,045
-78% -$1.12M 0.01% 499
2024
Q3 		$1.43M Sell
19,347
-56
-0.3% -$4.05K 0.05% 267
2024
Q2 		$1.37M Sell
19,403
-1,419
-7% -$106K 0.05% 275
2024
Q1 		$1.59M Sell
20,822
-43
-0.2% -$2.79K 0.06% 271
2023
Q4 		$1.32M Sell
20,865
-519
-2% -$31.2K 0.06% 290
2023
Q3 		$1.29M Sell
21,384
-3,014
-12% -$192K 0.06% 278
2023
Q2 		$1.55M Sell
24,398
-427
-2% -$25.3K 0.07% 262
2023
Q1 		$1.55M Sell
24,825
-755
-3% -$48.1K 0.08% 253
2022
Q4 		$1.58M Sell
25,580
-1,671
-6% -$114K 0.08% 235
2022
Q3 		$1.9M Sell
27,251
-2,435
-8% -$198K 0.1% 205
2022
Q2 		$2.58M Sell
29,686
-8,008
-21% -$707K 0.14% 176
2022
Q1 		$2.95M Sell
37,694
-51,455
-58% -$3.6M 0.14% 183
2021
Q4 		$6.25M Sell
89,149
-20,075
-18% -$1.38M 0.27% 112
2021
Q3 		$7.3M Buy
109,224
+2,930
+3% +$204K 0.34% 89
2021
Q2 		$7.04M Sell
106,294
-4,012
-4% -$274K 0.33% 91
2021
Q1 		$7.58M Buy
110,306
+35,111
+47% +$2.22M 0.37% 82
2020
Q4 		$4.57M Sell
75,195
-4,835
-6% -$319K 0.25% 121
2020
Q3 		$5.05M Sell
80,030
-35
-0% -$2.34K 0.31% 98
2020
Q2 		$5.53M Buy
80,065
+27,330
+52% +$1.99M 0.36% 80
2020
Q1 		$3.67M Buy
+52,735
New +$3.79M 0.28% 106

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Burney Company's SWX Position: Q1 2025 in Review

Burney Company sold out of Southwest Gas (SWX) in Q1 2025, closing a stake of 4,302 shares — an estimated $304K sold.

Burney Company first reported a position in SWX in Q1 2020 and held it in 20 quarters. The position peaked at $7.58M in Q1 2021. 347 funds tracked by Wall St. Rank hold SWX as of Q1 2025.

  • Burney Company reported no remaining Southwest Gas position as of Q1 2025 after selling out during the quarter.
  • Burney Company sold 4,302 Southwest Gas shares in Q1 2025, an estimated $304K.
  • Burney Company first reported a position in Southwest Gas in Q1 2020 and held it in 20 quarters.
  • Burney Company's Southwest Gas position peaked at $7.58M in Q1 2021.
  • 347 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2025.

Based on Burney Company's 13F filing for Q1 2025, filed 6 May 2025.