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D.J. St. Germain’s Southwest Gas SWX Stock Holding History

D.J. St. Germain’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 		$24.5K Sell
276
-537
-66% -$48.1K ﹤0.01% 559
2026
Q1 		$70.7K Hold
813
– – ﹤0.01% 412
2025
Q4 		$65.1K Hold
813
– – ﹤0.01% 445
2025
Q3 		$63.7K Hold
813
– – ﹤0.01% 439
2025
Q2 		$60.5K Buy
813
+537
+195% +$38.7K ﹤0.01% 440
2025
Q1 		$19.8K Sell
276
-569
-67% -$42.1K ﹤0.01% 506
2024
Q4 		$59.8K Buy
845
+569
+206% +$42.3K ﹤0.01% 401
2024
Q3 		$20.4K Hold
276
– – ﹤0.01% 472
2024
Q2 		$19.4K Hold
276
– – ﹤0.01% 480
2024
Q1 		$21K Hold
276
– – ﹤0.01% 479
2023
Q4 		$17.5K Hold
276
– – ﹤0.01% 501
2023
Q3 		$16.7K Hold
276
– – ﹤0.01% 484
2023
Q2 		$17.6K Buy
+276
New +$16.3K ﹤0.01% 487

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.J. St. Germain's SWX Position: Q2 2026 in Review

D.J. St. Germain reduced its Southwest Gas (SWX) stake by 66% in Q2 2026, selling an estimated $48.1K and leaving 276 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

D.J. St. Germain first reported a position in SWX in Q2 2023 and has held it in 13 quarters since. The position peaked at $70.7K in Q1 2026. 410 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • D.J. St. Germain held 276 shares of Southwest Gas worth $24.5K as of Q2 2026.
  • D.J. St. Germain sold 537 Southwest Gas shares in Q2 2026, an estimated $48.1K.
  • Southwest Gas made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #559 holding.
  • D.J. St. Germain first reported a position in Southwest Gas in Q2 2023 and has held it in 13 quarters since.
  • D.J. St. Germain's Southwest Gas position peaked at $70.7K in Q1 2026.
  • 410 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.