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
Q2 		$3.02M Buy
+34,032
New +$3.05M 0.01% 631
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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Capstone Investment Advisors's SWX Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Southwest Gas (SWX) in Q2 2026: 34,032 shares worth $3.02M. The stake represents 0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in SWX as recently as Q4 2025.

Capstone Investment Advisors first reported a position in SWX in Q1 2017 and has held it in 9 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Capstone Investment Advisors held 34,032 shares of Southwest Gas worth $3.02M as of Q2 2026.
  • Southwest Gas was a new Capstone Investment Advisors position in Q2 2026.
  • Southwest Gas made up 0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #631 holding.
  • Capstone Investment Advisors first reported a position in Southwest Gas in Q1 2017 and has held it in 9 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.