Delta Asset Management’s Southwest Gas SWX Stock Holding History

Delta Asset Management’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	$4.35K	Hold	50	–	–	﹤0.01%	500
2025 Q4	$4K	Hold	50	–	–	﹤0.01%	510
2025 Q3	$3.92K	Hold	50	–	–	﹤0.01%	512
2025 Q2	$3.72K	Hold	50	–	–	﹤0.01%	506
2025 Q1	$3.59K	Hold	50	–	–	﹤0.01%	513
2024 Q4	$3.54K	Hold	50	–	–	﹤0.01%	523
2024 Q3	$3.69K	Hold	50	–	–	﹤0.01%	524
2024 Q2	$3.52K	Hold	50	–	–	﹤0.01%	520
2024 Q1	$3.81K	Hold	50	–	–	﹤0.01%	532
2023 Q4	$3.17K	Sell	50 -50	-50%	-$3K	﹤0.01%	552
2023 Q3	$6.04K	Hold	100	–	–	﹤0.01%	500
2023 Q2	$6.37K	Hold	100	–	–	﹤0.01%	504
2023 Q1	$6.25K	Hold	100	–	–	﹤0.01%	481
2022 Q4	$6.19K	Buy	+100	New	+$6.8K	﹤0.01%	491
2022 Q1	–	Sell	-150	Closed	-$11K	–	527
2021 Q4	$11K	Hold	150	–	–	﹤0.01%	444
2021 Q3	$10K	Hold	150	–	–	﹤0.01%	456
2021 Q2	$10K	Hold	150	–	–	﹤0.01%	465
2021 Q1	$10K	Hold	150	–	–	﹤0.01%	451
2020 Q4	$9K	Hold	150	–	–	﹤0.01%	455
2020 Q3	$9K	Hold	150	–	–	﹤0.01%	419
2020 Q2	$10K	Sell	150 -50	-25%	-$3.64K	﹤0.01%	410
2020 Q1	$14K	Buy	+200	New	+$14.4K	﹤0.01%	355

Other funds holding SWX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.6B 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