DiNuzzo Private Wealth’s Southwest Gas SWX Stock Holding History

DiNuzzo Private Wealth’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	$1.06K	Hold	12	–	–	﹤0.01%	884
2026 Q1	$1.04K	Hold	12	–	–	﹤0.01%	858
2025 Q4	$961	Hold	12	–	–	﹤0.01%	884
2025 Q3	$959	Hold	12	–	–	﹤0.01%	886
2025 Q2	$893	Buy	12 +1	+9%	+$72	﹤0.01%	889
2025 Q1	$790	Sell	11 -2	-15%	-$148	﹤0.01%	904
2024 Q4	$920	Buy	13 +1	+8%	+$74	﹤0.01%	878
2024 Q3	$886	Buy	12 +2	+20%	+$145	﹤0.01%	902
2024 Q2	$704	Buy	10 +1	+11%	+$75	﹤0.01%	927
2024 Q1	$686	Buy	9 +2	+29%	+$130	﹤0.01%	866
2023 Q4	$444	Buy	+7	New	+$421	﹤0.01%	1025

Other funds holding SWX

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DiNuzzo Private Wealth's SWX Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Southwest Gas (SWX) position steady in Q2 2026 at 12 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

DiNuzzo Private Wealth first reported a position in SWX in Q4 2023 and has held it in 11 quarters since. 106 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

DiNuzzo Private Wealth held 12 shares of Southwest Gas worth $1.06K as of Q2 2026.
DiNuzzo Private Wealth left its Southwest Gas share count unchanged in Q2 2026.
Southwest Gas made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #884 holding.
DiNuzzo Private Wealth first reported a position in Southwest Gas in Q4 2023 and has held it in 11 quarters since.
106 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.