CIBC World Markets’s Southwest Gas SWX Stock Holding History

CIBC World Markets’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	$343K	Buy	+4,286	New	+$343K	﹤0.01%	908
2025 Q2	$594K	Sell	7,983 -5,534	-41%	-$399K	﹤0.01%	809
2025 Q1	$971K	Buy	13,517 +7,817	+137%	+$579K	0.01%	702
2024 Q4	$403K	Buy	+5,700	New	+$424K	﹤0.01%	815
2023 Q4	–	Sell	-225,000	Closed	-$13.6M	–	769
2023 Q3	$13.6M	Hold	225,000	–	–	0.13%	120
2023 Q2	$14.3M	Buy	225,000 +100,000	+80%	+$5.91M	0.12%	136
2023 Q1	$7.81M	Sell	125,000 -75,000	-38%	-$4.78M	0.13%	143
2022 Q4	$12.4M	Buy	+200,000	New	+$13.6M	0.08%	176
2021 Q2	–	Sell	-6,145	Closed	-$422K	–	914
2021 Q1	$422K	Buy	+6,145	New	+$389K	﹤0.01%	877

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIBC World Markets's SWX Position: Q4 2025 in Review

CIBC World Markets opened a new position in Southwest Gas (SWX) in Q4 2025: 4,286 shares worth $343K. The stake represents ﹤0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in SWX as recently as Q2 2025.

CIBC World Markets first reported a position in SWX in Q1 2021 and has held it in 9 quarters since. The position peaked at $14.3M in Q2 2023. 353 funds tracked by Wall St. Rank hold SWX as of Q4 2025.

CIBC World Markets held 4,286 shares of Southwest Gas worth $343K as of Q4 2025.
Southwest Gas was a new CIBC World Markets position in Q4 2025.
Southwest Gas made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #908 holding.
CIBC World Markets first reported a position in Southwest Gas in Q1 2021 and has held it in 9 quarters since.
CIBC World Markets's Southwest Gas position peaked at $14.3M in Q2 2023.
353 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.