Cornerstone Planning Group
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Cornerstone Planning Group’s Southwest Gas SWX Stock Holding History

Cornerstone Planning 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
2026
Q3 		– Sell
-5
Closed -$471 – 1507
2026
Q2 		$471 Sell
5
-1
-17% -$89 ﹤0.01% 1708
2026
Q1 		$472 Buy
6
+1
+20% +$85 ﹤0.01% 1666
2025
Q4 		$410 Sell
5
-1,387
-100% -$111K ﹤0.01% 1549
2025
Q3 		$57.7K Buy
1,392
+1,387
+27,740% +$108K 0.01% 306
2025
Q2 		$398 Hold
5
– – ﹤0.01% 1363
2025
Q1 		$363 Buy
+5
New +$370 ﹤0.01% 1376

Other funds holding SWX

Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cornerstone Planning Group's SWX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Southwest Gas (SWX) in Q3 2026, closing a stake of 5 shares — an estimated $471 sold.

Cornerstone Planning Group first reported a position in SWX in Q1 2025 and held it in 6 quarters. The position peaked at $57.7K in Q3 2025. 62 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Southwest Gas position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 5 Southwest Gas shares in Q3 2026, an estimated $471.
  • Cornerstone Planning Group first reported a position in Southwest Gas in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's Southwest Gas position peaked at $57.7K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.