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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
Q2 		$2.03M Buy
22,898
+4,272
+23% +$382K 0.11% 85
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Covalis Capital's SWX Position: Q2 2026 in Review

Covalis Capital increased its Southwest Gas (SWX) stake by 23% in Q2 2026, buying an estimated $382K and bringing the position to 22,898 shares worth $2.03M. The position accounts for 0.11% of the portfolio, ranked #85.

Covalis Capital first reported a position in SWX in Q1 2022 and has held it in 5 quarters since. The position peaked at $26.3M in Q2 2022. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Covalis Capital held 22,898 shares of Southwest Gas worth $2.03M as of Q2 2026.
  • Covalis Capital bought 4,272 Southwest Gas shares in Q2 2026, an estimated $382K.
  • Southwest Gas made up 0.11% of Covalis Capital's portfolio in Q2 2026, its #85 holding.
  • Covalis Capital first reported a position in Southwest Gas in Q1 2022 and has held it in 5 quarters since.
  • Covalis Capital's Southwest Gas position peaked at $26.3M in Q2 2022.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Covalis Capital's 13F filing for Q2 2026, filed 13 Aug 2026.