Empower Advisory Group
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Empower Advisory Group’s Southwest Gas SWX Stock Holding History

Empower Advisory Group’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
2024
Q2 		– Sell
-9,980
Closed -$760K – 516
2024
Q1 		$760K Sell
9,980
-189,345
-95% -$12.3M ﹤0.01% 252
2023
Q4 		$12.6M Buy
199,325
+8,986
+5% +$540K 0.05% 154
2023
Q3 		$11.5M Buy
190,339
+13,966
+8% +$891K 0.05% 147
2023
Q2 		$11.2M Sell
176,373
-8,445
-5% -$499K 0.05% 161
2023
Q1 		$11.1M Buy
+184,818
New +$11.8M 0.05% 158

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CM
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MC
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Geode Capital Management
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CCM
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