Ellevest Inc
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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
Q3 		– Sell
-2,352
Closed -$209K – 497
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% -$9.42K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ellevest Inc's SWX Position: Q3 2026 in Review

Ellevest Inc sold out of Southwest Gas (SWX) in Q3 2026, closing a stake of 2,352 shares — an estimated $209K sold.

Ellevest Inc first reported a position in SWX in Q1 2019 and held it in 19 quarters. The position peaked at $564K in Q2 2022. 224 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • Ellevest Inc reported no remaining Southwest Gas position as of Q3 2026 after selling out during the quarter.
  • Ellevest Inc sold 2,352 Southwest Gas shares in Q3 2026, an estimated $209K.
  • Ellevest Inc first reported a position in Southwest Gas in Q1 2019 and held it in 19 quarters.
  • Ellevest Inc's Southwest Gas position peaked at $564K in Q2 2022.
  • 224 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.