Cetera Investment Advisers
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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
Q2 		$1.19M Sell
13,438
-2,576
-16% -$231K ﹤0.01% 2880
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 $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

Cetera Investment Advisers's SWX Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Southwest Gas (SWX) stake by 16% in Q2 2026, selling an estimated $231K and leaving 13,438 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2880.

Cetera Investment Advisers first reported a position in SWX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.39M in Q1 2026. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Cetera Investment Advisers held 13,438 shares of Southwest Gas worth $1.19M as of Q2 2026.
  • Cetera Investment Advisers sold 2,576 Southwest Gas shares in Q2 2026, an estimated $231K.
  • Southwest Gas made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2880 holding.
  • Cetera Investment Advisers first reported a position in Southwest Gas in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Southwest Gas position peaked at $1.39M in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.