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Edgestream Partners’s Southwest Gas SWX Stock Holding History

Edgestream Partners’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 		– Sell
-50,217
Closed -$4.36M – 1127
2026
Q1 		$4.36M Buy
+50,217
New +$4.28M 0.14% 274
2025
Q1 		– Sell
-24,595
Closed -$1.74M – 1061
2024
Q4 		$1.74M Buy
+24,595
New +$1.83M 0.07% 429
2023
Q2 		– Sell
-12,695
Closed -$793K – 906
2023
Q1 		$793K Sell
12,695
-1,805
-12% -$115K 0.09% 336
2022
Q4 		$897K Sell
14,500
-58,160
-80% -$3.96M 0.1% 275
2022
Q3 		$5.07M Buy
+72,660
New +$5.89M 0.39% 77

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

Edgestream Partners's SWX Position: Q2 2026 in Review

Edgestream Partners sold out of Southwest Gas (SWX) in Q2 2026, closing a stake of 50,217 shares — an estimated $4.36M sold.

Edgestream Partners first reported a position in SWX in Q3 2022 and held it in 5 quarters. The position peaked at $5.07M in Q3 2022. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Edgestream Partners reported no remaining Southwest Gas position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 50,217 Southwest Gas shares in Q2 2026, an estimated $4.36M.
  • Edgestream Partners first reported a position in Southwest Gas in Q3 2022 and held it in 5 quarters.
  • Edgestream Partners's Southwest Gas position peaked at $5.07M in Q3 2022.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.