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Camelot Portfolios’s Southwest Gas SWX Stock Holding History

Camelot Portfolios’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 		– Sell
-33
Closed -$2.63K – 495
2025
Q4 		$2.63K Buy
+33
New +$2.64K ﹤0.01% 516
2024
Q3 		– Sell
-3,789
Closed -$267K – 504
2024
Q2 		$267K Sell
3,789
-848
-18% -$63.5K 0.15% 147
2024
Q1 		$353K Sell
4,637
-3,011
-39% -$195K 0.35% 86
2023
Q4 		$484K Buy
7,648
+2,203
+40% +$132K 0.29% 100
2023
Q3 		$329K Sell
5,445
-2,872
-35% -$183K 0.31% 93
2023
Q2 		$529K Sell
8,317
-227
-3% -$13.4K 0.33% 85
2023
Q1 		$534K Buy
8,544
+194
+2% +$12.4K 0.37% 82
2022
Q4 		$517K Buy
8,350
+4,426
+113% +$301K 0.38% 79
2022
Q3 		$274K Sell
3,924
-1,086
-22% -$88.1K 0.26% 111
2022
Q2 		$436K Sell
5,010
-1,389
-22% -$123K 0.26% 114
2022
Q1 		$501K Buy
+6,399
New +$448K 0.25% 117

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Camelot Portfolios's SWX Position: Q1 2026 in Review

Camelot Portfolios sold out of Southwest Gas (SWX) in Q1 2026, closing a stake of 33 shares — an estimated $2.63K sold.

Camelot Portfolios first reported a position in SWX in Q1 2022 and held it in 11 quarters. The position peaked at $534K in Q1 2023. 398 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Camelot Portfolios reported no remaining Southwest Gas position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 33 Southwest Gas shares in Q1 2026, an estimated $2.63K.
  • Camelot Portfolios first reported a position in Southwest Gas in Q1 2022 and held it in 11 quarters.
  • Camelot Portfolios's Southwest Gas position peaked at $534K in Q1 2023.
  • 398 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.