Cetera Investment Advisers
SWX icon

Cetera Investment Advisers’s Southwest Gas SWX Stock Holding History

Cetera Investment Advisers’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 		$1.39M Buy
16,014
+1,984
+14% +$169K ﹤0.01% 2615
2025
Q4 		$1.12M Sell
14,030
-1,409
-9% -$113K ﹤0.01% 2725
2025
Q3 		$1.21M Buy
15,439
+1,986
+15% +$155K ﹤0.01% 2614
2025
Q2 		$1M Buy
13,453
+2,477
+23% +$179K ﹤0.01% 2369
2025
Q1 		$788K Buy
10,976
+3,159
+40% +$234K ﹤0.01% 2459
2024
Q4 		$553K Sell
7,817
-177
-2% -$13.2K ﹤0.01% 2602
2024
Q3 		$590K Buy
7,994
+82
+1% +$5.92K ﹤0.01% 2516
2024
Q2 		$557K Sell
7,912
-1,249
-14% -$93.5K ﹤0.01% 2502
2024
Q1 		$697K Buy
+9,161
New +$594K ﹤0.01% 2351

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