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Ellevest Inc’s Southwest Gas SWX Stock Holding History

Ellevest Inc’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 		$209K Buy
+2,352
New +$210K 0.02% 441
2025
Q4 		– Sell
-3,327
Closed -$261K – 455
2025
Q3 		$261K Buy
+3,327
New +$259K 0.04% 363
2024
Q2 		– Sell
-2,656
Closed -$202K – 425
2024
Q1 		$202K Sell
2,656
-583
-18% -$37.8K 0.01% 375
2023
Q4 		$205K Buy
+3,239
New +$195K 0.01% 363
2023
Q2 		– Sell
-1,789
Closed -$112K – 1466
2023
Q1 		$112K Buy
1,789
+22
+1% +$1.4K 0.01% 423
2022
Q4 		$109K Sell
1,767
-812
-31% -$55.2K 0.01% 413
2022
Q3 		$180K Sell
2,579
-3,901
-60% -$316K 0.02% 294
2022
Q2 		$564K Buy
6,480
+1,001
+18% +$88.3K 0.05% 90
2022
Q1 		$429K Buy
5,479
+1,539
+39% +$108K 0.04% 155
2021
Q4 		$276K Buy
3,940
+1,232
+45% +$84.9K 0.02% 231
2021
Q3 		$181K Buy
2,708
+1,213
+81% +$84.6K 0.02% 293
2021
Q2 		$99K Sell
1,495
-7
-0.5% -$478 0.01% 372
2021
Q1 		$103K Buy
1,502
+85
+6% +$5.39K 0.01% 335
2020
Q4 		$86K Buy
1,417
+901
+175% +$59.4K 0.01% 345
2020
Q3 		$33K Sell
516
-141
-21% -$9.43K 0.01% 440
2020
Q2 		$45K Buy
657
+28
+4% +$2.04K 0.01% 373
2020
Q1 		$44K Buy
629
+203
+48% +$14.6K 0.01% 257
2019
Q4 		$32K Buy
+426
New +$34.6K 0.01% 314
2019
Q2 		– Sell
-24
Closed -$2K – 466
2019
Q1 		$2K Buy
+24
New +$1.92K ﹤0.01% 300

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

Ellevest Inc's SWX Position: Q2 2026 in Review

Ellevest Inc opened a new position in Southwest Gas (SWX) in Q2 2026: 2,352 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #441 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in SWX as recently as Q3 2025.

Ellevest Inc first reported a position in SWX in Q1 2019 and has held it in 19 quarters since. The position peaked at $564K in Q2 2022. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Ellevest Inc held 2,352 shares of Southwest Gas worth $209K as of Q2 2026.
  • Southwest Gas was a new Ellevest Inc position in Q2 2026.
  • Southwest Gas made up 0.02% of Ellevest Inc's portfolio in Q2 2026, its #441 holding.
  • Ellevest Inc first reported a position in Southwest Gas in Q1 2019 and has held it in 19 quarters since.
  • Ellevest Inc's Southwest Gas position peaked at $564K in Q2 2022.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.