CIBC Private Wealth Group
SWX icon

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 $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 $3.37T AUM 44.26% 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

CIBC Private Wealth Group's SWX Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Southwest Gas (SWX) stake by 72% in Q4 2025, buying an estimated $137K and bringing the position to 4,100 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

CIBC Private Wealth Group first reported a position in SWX in Q4 2017 and has held it in 13 quarters since. 353 funds tracked by Wall St. Rank hold SWX as of Q4 2025.

  • CIBC Private Wealth Group held 4,100 shares of Southwest Gas worth $328K as of Q4 2025.
  • CIBC Private Wealth Group bought 1,712 Southwest Gas shares in Q4 2025, an estimated $137K.
  • Southwest Gas made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1002 holding.
  • CIBC Private Wealth Group first reported a position in Southwest Gas in Q4 2017 and has held it in 13 quarters since.
  • 353 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.