Creative Planning’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.21M | Buy |
25,389
+7,248
| +40% | +$618K | ﹤0.01% | 1818 |
|
|
2025
Q4 | $1.45M | Buy |
18,141
+2,392
| +15% | +$192K | ﹤0.01% | 1979 |
|
|
2025
Q3 | $1.23M | Sell |
15,749
-2,970
| -16% | -$231K | ﹤0.01% | 1924 |
|
|
2025
Q2 | $1.39M | Buy |
18,719
+5,132
| +38% | +$370K | ﹤0.01% | 1593 |
|
|
2025
Q1 | $976K | Sell |
13,587
-249
| -2% | -$18.4K | ﹤0.01% | 1737 |
|
|
2024
Q4 | $978K | Sell |
13,836
-393
| -3% | -$29.2K | ﹤0.01% | 1655 |
|
|
2024
Q3 | $1.05M | Sell |
14,229
-255
| -2% | -$18.4K | ﹤0.01% | 1479 |
|
|
2024
Q2 | $1.02M | Buy |
14,484
+589
| +4% | +$44.1K | ﹤0.01% | 1385 |
|
|
2024
Q1 | $1.06M | Buy |
13,895
+247
| +2% | +$16K | ﹤0.01% | 1302 |
|
|
2023
Q4 | $865K | Buy |
13,648
+1,136
| +9% | +$68.3K | ﹤0.01% | 1315 |
|
|
2023
Q3 | $756K | Sell |
12,512
-2,262
| -15% | -$144K | ﹤0.01% | 1301 |
|
|
2023
Q2 | $940K | Buy |
14,774
+5,480
| +59% | +$324K | ﹤0.01% | 1158 |
|
|
2023
Q1 | $580K | Buy |
9,294
+985
| +12% | +$62.8K | ﹤0.01% | 1372 |
|
|
2022
Q4 | $514K | Buy |
8,309
+473
| +6% | +$32.2K | ﹤0.01% | 1408 |
|
|
2022
Q3 | $547K | Buy |
7,836
+855
| +12% | +$69.4K | ﹤0.01% | 1279 |
|
|
2022
Q2 | $608K | Sell |
6,981
-1,152
| -14% | -$102K | ﹤0.01% | 1208 |
|
|
2022
Q1 | $637K | Buy |
8,133
+768
| +10% | +$53.8K | ﹤0.01% | 1208 |
|
|
2021
Q4 | $516K | Buy |
7,365
+322
| +5% | +$22.2K | ﹤0.01% | 1283 |
|
|
2021
Q3 | $471K | Sell |
7,043
-81
| -1% | -$5.65K | ﹤0.01% | 1340 |
|
|
2021
Q2 | $472K | Sell |
7,124
-226
| -3% | -$15.4K | ﹤0.01% | 1314 |
|
|
2021
Q1 | $505K | Sell |
7,350
-21
| -0.3% | -$1.33K | ﹤0.01% | 1434 |
|
|
2020
Q4 | $448K | Sell |
7,371
-156
| -2% | -$10.3K | ﹤0.01% | 1383 |
|
|
2020
Q3 | $475K | Sell |
7,527
-119
| -2% | -$7.95K | ﹤0.01% | 1161 |
|
|
2020
Q2 | $528K | Sell |
7,646
-12
| -0.2% | -$873 | ﹤0.01% | 1004 |
|
|
2020
Q1 | $533K | Buy |
7,658
+1,907
| +33% | +$137K | ﹤0.01% | 910 |
|
|
2019
Q4 | $437K | Buy |
5,751
+57
| +1% | +$4.63K | ﹤0.01% | 1184 |
|
|
2019
Q3 | $518K | Buy |
5,694
+772
| +16% | +$69.4K | ﹤0.01% | 1040 |
|
|
2019
Q2 | $441K | Buy |
4,922
+181
| +4% | +$15.4K | ﹤0.01% | 1152 |
|
|
2019
Q1 | $390K | Sell |
4,741
-17
| -0.4% | -$1.36K | ﹤0.01% | 1181 |
|
|
2018
Q4 | $364K | Sell |
4,758
-1,010
| -18% | -$81.1K | ﹤0.01% | 1122 |
|
|
2018
Q3 | $456K | Hold |
5,768
| – | – | ﹤0.01% | 1130 |
|
|
2018
Q2 | $440K | Buy |
5,768
+70
| +1% | +$5.11K | ﹤0.01% | 1137 |
|
|
2018
Q1 | $385K | Buy |
5,698
+339
| +6% | +$24.1K | ﹤0.01% | 1213 |
|
|
2017
Q4 | $431K | Buy |
5,359
+1,019
| +23% | +$82.7K | ﹤0.01% | 1158 |
|
|
2017
Q3 | $337K | Sell |
4,340
-25
| -0.6% | -$1.98K | ﹤0.01% | 1262 |
|
|
2017
Q2 | $319K | Buy |
4,365
+72
| +2% | +$5.76K | ﹤0.01% | 1259 |
|
|
2017
Q1 | $356K | Sell |
4,293
-552
| -11% | -$45K | ﹤0.01% | 1168 |
|
|
2016
Q4 | $371K | Sell |
4,845
-1,097
| -18% | -$79.2K | ﹤0.01% | 1083 |
|
|
2016
Q3 | $415K | Buy |
5,942
+674
| +13% | +$49.7K | ﹤0.01% | 993 |
|
|
2016
Q2 | $415K | Hold |
5,268
| – | – | ﹤0.01% | 868 |
|
|
2016
Q1 | $347K | Buy |
5,268
+925
| +21% | +$55.7K | ﹤0.01% | 918 |
|
|
2015
Q4 | $240K | Sell |
4,343
-250
| -5% | -$14.3K | ﹤0.01% | 1103 |
|
|
2015
Q3 | $268K | Buy |
+4,593
| New | +$254K | ﹤0.01% | 1028 |
|
|
2015
Q2 | – | Sell |
-4,593
| Closed | -$267K | – | 2790 |
|
|
2015
Q1 | $267K | Sell |
4,593
-1,869
| -29% | -$110K | ﹤0.01% | 1054 |
|
|
2014
Q4 | $399K | Buy |
6,462
+1,343
| +26% | +$76.2K | ﹤0.01% | 787 |
|
|
2014
Q3 | $249K | Buy |
5,119
+2,778
| +119% | +$142K | ﹤0.01% | 956 |
|
|
2014
Q2 | $124K | Sell |
2,341
-520
| -18% | -$27.6K | ﹤0.01% | 1297 |
|
|
2014
Q1 | $153K | Hold |
2,861
| – | – | ﹤0.01% | 1139 |
|
|
2013
Q4 | $160K | Buy |
2,861
+500
| +21% | +$26.4K | ﹤0.01% | 962 |
|
|
2013
Q3 | $118K | Buy |
2,361
+988
| +72% | +$47.9K | ﹤0.01% | 1021 |
|
|
2013
Q2 | $64K | Buy |
+1,373
| New | +$66.9K | ﹤0.01% | 1244 |
|
Other funds holding SWX
CM
VPM
VCM
MC
Creative Planning's SWX Position: Q1 2026 in Review
Creative Planning increased its Southwest Gas (SWX) stake by 40% in Q1 2026, buying an estimated $618K and bringing the position to 25,389 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1818.
Creative Planning first reported a position in SWX in Q2 2013 and has held it in 51 quarters since. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.
- Creative Planning held 25,389 shares of Southwest Gas worth $2.21M as of Q1 2026.
- Creative Planning bought 7,248 Southwest Gas shares in Q1 2026, an estimated $618K.
- Southwest Gas made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1818 holding.
- Creative Planning first reported a position in Southwest Gas in Q2 2013 and has held it in 51 quarters since.
- 395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.