CI Investments Inc
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CI Investments Inc’s Southwest Gas SWX Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-878
Closed -$69K – 1184
2025
Q3 		$69K Sell
878
-581
-40% -$45.3K ﹤0.01% 960
2025
Q2 		$109K Sell
1,459
-424
-23% -$30.6K ﹤0.01% 888
2025
Q1 		$135K Buy
1,883
+51
+3% +$3.78K ﹤0.01% 817
2024
Q4 		$130K Buy
1,832
+544
+42% +$40.4K ﹤0.01% 869
2024
Q3 		$95K Buy
1,288
+169
+15% +$12.2K ﹤0.01% 867
2024
Q2 		$79K Sell
1,119
-18
-2% -$1.35K ﹤0.01% 888
2024
Q1 		$87K Buy
1,137
+213
+23% +$13.8K ﹤0.01% 927
2023
Q4 		$59K Sell
924
-1,343
-59% -$80.7K ﹤0.01% 940
2023
Q3 		$137K Buy
2,267
+42
+2% +$2.68K ﹤0.01% 753
2023
Q2 		$142K Buy
2,225
+74
+3% +$4.38K ﹤0.01% 701
2023
Q1 		$134K Buy
2,151
+17
+0.8% +$1.08K ﹤0.01% 672
2022
Q4 		$132K Buy
2,134
+2,130
+53,250% +$145K ﹤0.01% 683
2022
Q3 		$0 Buy
+4
New +$324 ﹤0.01% 1360
2021
Q4 		– Sell
-1,489
Closed -$100K – 1436
2021
Q3 		$100K Buy
1,489
+96
+7% +$6.7K ﹤0.01% 857
2021
Q2 		$92K Buy
1,393
+527
+61% +$36K ﹤0.01% 889
2021
Q1 		$60K Hold
866
– – ﹤0.01% 868
2020
Q4 		$53K Buy
866
+348
+67% +$22.9K ﹤0.01% 831
2020
Q3 		$33K Buy
+518
New +$34.6K ﹤0.01% 782

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CI Investments Inc's SWX Position: Q4 2025 in Review

CI Investments Inc sold out of Southwest Gas (SWX) in Q4 2025, closing a stake of 878 shares — an estimated $69K sold.

CI Investments Inc first reported a position in SWX in Q3 2020 and held it in 18 quarters. The position peaked at $142K in Q2 2023. 353 funds tracked by Wall St. Rank hold SWX as of Q4 2025.

  • CI Investments Inc reported no remaining Southwest Gas position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 878 Southwest Gas shares in Q4 2025, an estimated $69K.
  • CI Investments Inc first reported a position in Southwest Gas in Q3 2020 and held it in 18 quarters.
  • CI Investments Inc's Southwest Gas position peaked at $142K in Q2 2023.
  • 353 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.