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Capital A Wealth Management’s Southwest Gas SWX Stock Holding History

Capital A Wealth 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
2025
Q2 		$1.08K Buy
+17
New +$1.23K 0.01% 373
2025
Q1 		– Sell
-1
Closed -$71 – 890
2024
Q4 		$71 Buy
+1
New +$74 ﹤0.01% 796

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Capital A Wealth Management's SWX Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Southwest Gas (SWX) in Q2 2025: 17 shares worth $1.08K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in SWX as recently as Q4 2024.

Capital A Wealth Management first reported a position in SWX in Q4 2024 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

  • Capital A Wealth Management held 17 shares of Southwest Gas worth $1.08K as of Q2 2025.
  • Southwest Gas was a new Capital A Wealth Management position in Q2 2025.
  • Southwest Gas made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #373 holding.
  • Capital A Wealth Management first reported a position in Southwest Gas in Q4 2024 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.