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Capital Advisors Ltd’s Southwest Gas SWX Stock Holding History

Capital Advisors Ltd’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 		$4K Hold
43
– – ﹤0.01% 1015
2025
Q4 		$3K Hold
43
– – ﹤0.01% 1039
2025
Q3 		$3K Hold
43
– – ﹤0.01% 1026
2025
Q2 		$3K Sell
43
-4
-9% -$288 ﹤0.01% 1020
2025
Q1 		$3K Hold
47
– – ﹤0.01% 1011
2024
Q4 		$3K Buy
47
+4
+9% +$297 ﹤0.01% 1030
2024
Q3 		$3K Sell
43
-22
-34% -$1.59K ﹤0.01% 1018
2024
Q2 		$5K Buy
65
+22
+51% +$1.65K ﹤0.01% 919
2024
Q1 		$3K Hold
43
– – ﹤0.01% 1000
2023
Q4 		$3K Hold
43
– – ﹤0.01% 966
2023
Q3 		$3K Hold
43
– – ﹤0.01% 958
2023
Q2 		$3K Buy
43
+5
+13% +$296 ﹤0.01% 963
2023
Q1 		$2K Buy
+38
New +$2.42K ﹤0.01% 939
2022
Q4 		– Sell
-22
Closed -$2K – 1626
2022
Q3 		$2K Buy
+22
New +$1.78K ﹤0.01% 906

Other funds holding SWX

BlackRock
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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
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