Capstone Investment Advisors
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Capstone Investment Advisors’s Southwest Gas SWX Stock Holding History

Capstone Investment Advisors’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
-11,613
Closed -$929K – 1838
2025
Q4 		$929K Buy
11,613
+6,455
+125% +$517K ﹤0.01% 894
2025
Q3 		$404K Buy
+5,158
New +$402K ﹤0.01% 1512
2024
Q3 		– Sell
-7,514
Closed -$529K – 2197
2024
Q2 		$529K Buy
+7,514
New +$563K ﹤0.01% 1278
2024
Q1 		– Sell
-8,562
Closed -$542K – 2537
2023
Q4 		$542K Buy
+8,562
New +$515K ﹤0.01% 1299
2018
Q1 		– Sell
-3,758
Closed -$302K – 534
2017
Q4 		$302K Sell
3,758
-7,337
-66% -$596K 0.01% 363
2017
Q3 		$861K Buy
11,095
+7,205
+185% +$570K 0.03% 240
2017
Q2 		$284K Sell
3,890
-7,957
-67% -$636K 0.01% 493
2017
Q1 		$982K Buy
+11,847
New +$966K 0.02% 432

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B 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

Capstone Investment Advisors's SWX Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Southwest Gas (SWX) in Q1 2026, closing a stake of 11,613 shares — an estimated $929K sold.

Capstone Investment Advisors first reported a position in SWX in Q1 2017 and held it in 8 quarters. The position peaked at $982K in Q1 2017. 396 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Southwest Gas position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 11,613 Southwest Gas shares in Q1 2026, an estimated $929K.
  • Capstone Investment Advisors first reported a position in Southwest Gas in Q1 2017 and held it in 8 quarters.
  • Capstone Investment Advisors's Southwest Gas position peaked at $982K in Q1 2017.
  • 396 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.