CIBC Private Wealth Group
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CIBC Private Wealth Group’s Southwest Gas SWX Stock Holding History

CIBC Private Wealth Group’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 		$328K Buy
4,100
+1,712
+72% +$137K ﹤0.01% 1002
2025
Q3 		$187K Sell
2,388
-42
-2% -$3.27K ﹤0.01% 1215
2025
Q2 		$181K Sell
2,430
-361
-13% -$26K ﹤0.01% 1164
2025
Q1 		$187K Buy
2,791
+50
+2% +$3.7K ﹤0.01% 1102
2024
Q4 		$193K Buy
2,741
+130
+5% +$9.66K ﹤0.01% 1172
2024
Q3 		$193K Buy
2,611
+896
+52% +$64.7K ﹤0.01% 1205
2024
Q2 		$120K Buy
1,715
+830
+94% +$62.2K ﹤0.01% 1327
2024
Q1 		$66.9K Buy
+885
New +$57.4K ﹤0.01% 1545
2020
Q1 		– Sell
-2,656
Closed -$202K – 931
2019
Q4 		$202K Hold
2,656
– – ﹤0.01% 872
2019
Q3 		$242K Buy
+2,656
New +$239K ﹤0.01% 825
2018
Q3 		– Sell
-720
Closed -$55K – 1637
2018
Q2 		$55K Hold
720
– – ﹤0.01% 1148
2018
Q1 		$49K Hold
720
– – ﹤0.01% 1164
2017
Q4 		$58K Buy
+720
New +$58.4K ﹤0.01% 1143

Other funds holding SWX

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $8.55B AUM 29.29% 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
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return