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D.A. Davidson & Co’s Southwest Gas SWX Stock Holding History

D.A. Davidson & Co’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 		$1.56M Sell
17,641
-355
-2% -$31.8K 0.01% 815
2026
Q1 		$1.56M Buy
17,996
+2,300
+15% +$196K 0.01% 778
2025
Q4 		$1.26M Buy
15,696
+50
+0.3% +$4K 0.01% 807
2025
Q3 		$1.23M Hold
15,646
– – 0.01% 794
2025
Q2 		$1.16M Sell
15,646
-120
-0.8% -$8.65K 0.01% 759
2025
Q1 		$1.13M Hold
15,766
– – 0.01% 731
2024
Q4 		$1.11M Buy
15,766
+175
+1% +$13K 0.01% 728
2024
Q3 		$1.15M Sell
15,591
-1,000
-6% -$72.3K 0.01% 722
2024
Q2 		$1.17M Buy
16,591
+490
+3% +$36.7K 0.01% 685
2024
Q1 		$1.23M Buy
16,101
+25
+0.2% +$1.62K 0.01% 673
2023
Q4 		$1.02M Sell
16,076
-137
-0.8% -$8.23K 0.01% 710
2023
Q3 		$979K Hold
16,213
– – 0.01% 684
2023
Q2 		$1.03M Sell
16,213
-100
-0.6% -$5.91K 0.01% 681
2023
Q1 		$1.02M Buy
16,313
+12
+0.1% +$765 0.01% 664
2022
Q4 		$1.01M Buy
16,301
+100
+0.6% +$6.8K 0.01% 619
2022
Q3 		$1.13M Sell
16,201
-50
-0.3% -$4.06K 0.01% 555
2022
Q2 		$1.42M Sell
16,251
-4,873
-23% -$430K 0.02% 512
2022
Q1 		$1.65M Sell
21,124
-2
-0% -$140 0.02% 505
2021
Q4 		$1.48M Buy
21,126
+4,317
+26% +$297K 0.02% 538
2021
Q3 		$1.12M Sell
16,809
-100
-0.6% -$6.98K 0.01% 598
2021
Q2 		$1.12M Sell
16,909
-20
-0.1% -$1.36K 0.01% 597
2021
Q1 		$1.16M Buy
16,929
+5,900
+53% +$374K 0.01% 550
2020
Q4 		$670K Hold
11,029
– – 0.01% 615
2020
Q3 		$696K Sell
11,029
-125
-1% -$8.36K 0.01% 540
2020
Q2 		$770K Sell
11,154
-100
-0.9% -$7.27K 0.01% 501
2020
Q1 		$783K Sell
11,254
-51
-0.5% -$3.67K 0.02% 497
2019
Q4 		$859K Sell
11,305
-283
-2% -$23K 0.01% 542
2019
Q3 		$1.05M Hold
11,588
– – 0.02% 460
2019
Q2 		$1.04M Hold
11,588
– – 0.02% 464
2019
Q1 		$889K Sell
11,588
-11
-0.1% -$880 0.02% 530
2018
Q4 		$887K Sell
11,599
-100
-0.9% -$8.03K 0.02% 503
2018
Q3 		$925K Sell
11,699
-508
-4% -$40.1K 0.02% 535
2018
Q2 		$931K Buy
12,207
+19
+0.2% +$1.39K 0.02% 517
2018
Q1 		$824K Sell
12,188
-330
-3% -$23.4K 0.02% 520
2017
Q4 		$1.01M Sell
12,518
-150
-1% -$12.2K 0.02% 462
2017
Q3 		$983K Buy
12,668
+33
+0.3% +$2.61K 0.02% 510
2017
Q2 		$923K Sell
12,635
-100
-0.8% -$8K 0.02% 471
2017
Q1 		$1.05M Buy
12,735
+100
+0.8% +$8.16K 0.03% 428
2016
Q4 		$968K Buy
12,635
+50
+0.4% +$3.61K 0.02% 476
2016
Q3 		$879K Buy
12,585
+12,092
+2,453% +$892K 0.02% 491
2016
Q2 		$38K Hold
493
– – ﹤0.01% 1520
2016
Q1 		$32K Buy
493
+159
+48% +$9.58K ﹤0.01% 1560
2015
Q4 		$18K Hold
334
– – ﹤0.01% 1745
2015
Q3 		$19K Hold
334
– – ﹤0.01% 1686
2015
Q2 		$17K Hold
334
– – ﹤0.01% 1743
2015
Q1 		$19K Hold
334
– – ﹤0.01% 1674
2014
Q4 		$20K Hold
334
– – ﹤0.01% 1674
2014
Q3 		$16K Hold
334
– – ﹤0.01% 1731
2014
Q2 		$17K Hold
334
– – ﹤0.01% 1693
2014
Q1 		$17K Buy
+334
New +$17.9K ﹤0.01% 1681

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

D.A. Davidson & Co's SWX Position: Q2 2026 in Review

D.A. Davidson & Co reduced its Southwest Gas (SWX) stake by 2% in Q2 2026, selling an estimated $31.8K and leaving 17,641 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #815.

D.A. Davidson & Co first reported a position in SWX in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.65M in Q1 2022. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • D.A. Davidson & Co held 17,641 shares of Southwest Gas worth $1.56M as of Q2 2026.
  • D.A. Davidson & Co sold 355 Southwest Gas shares in Q2 2026, an estimated $31.8K.
  • Southwest Gas made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #815 holding.
  • D.A. Davidson & Co first reported a position in Southwest Gas in Q1 2014 and has held it in 50 quarters since.
  • D.A. Davidson & Co's Southwest Gas position peaked at $1.65M in Q1 2022.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.