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

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Empower Advisory Group's SWX Position: Q2 2024 in Review

Empower Advisory Group sold out of Southwest Gas (SWX) in Q2 2024, closing a stake of 9,980 shares — an estimated $760K sold.

Empower Advisory Group first reported a position in SWX in Q1 2023 and held it in 5 quarters. The position peaked at $12.6M in Q4 2023. 284 funds tracked by Wall St. Rank hold SWX as of Q2 2024.

  • Empower Advisory Group reported no remaining Southwest Gas position as of Q2 2024 after selling out during the quarter.
  • Empower Advisory Group sold 9,980 Southwest Gas shares in Q2 2024, an estimated $760K.
  • Empower Advisory Group first reported a position in Southwest Gas in Q1 2023 and held it in 5 quarters.
  • Empower Advisory Group's Southwest Gas position peaked at $12.6M in Q4 2023.
  • 284 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2024.

Based on Empower Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.