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Covalis Capital’s Southwest Gas SWX Stock Holding History

Covalis Capital’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
Q1 		$1.62M Buy
+18,626
New +$1.59M 0.1% 91
2022
Q4 		– Sell
-199,286
Closed -$13.9M – 63
2022
Q3 		$13.9M Sell
199,286
-102,701
-34% -$8.33M 3.19% 10
2022
Q2 		$26.3M Buy
301,987
+288,474
+2,135% +$25.5M 5.06% 3
2022
Q1 		$1.06M Buy
+13,513
New +$947K 0.29% 49

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Covalis Capital's SWX Position: Q1 2026 in Review

Covalis Capital opened a new position in Southwest Gas (SWX) in Q1 2026: 18,626 shares worth $1.62M. The stake represents 0.1% of the portfolio and ranks #91 among its holdings. This is a return to the name: Covalis Capital previously reported a position in SWX as recently as Q3 2022.

Covalis Capital first reported a position in SWX in Q1 2022 and has held it in 4 quarters since. The position peaked at $26.3M in Q2 2022. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Covalis Capital held 18,626 shares of Southwest Gas worth $1.62M as of Q1 2026.
  • Southwest Gas was a new Covalis Capital position in Q1 2026.
  • Southwest Gas made up 0.1% of Covalis Capital's portfolio in Q1 2026, its #91 holding.
  • Covalis Capital first reported a position in Southwest Gas in Q1 2022 and has held it in 4 quarters since.
  • Covalis Capital's Southwest Gas position peaked at $26.3M in Q2 2022.
  • 395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Covalis Capital's 13F filing for Q1 2026, filed 15 May 2026.