Empowered Funds’s Southwest Gas SWX Stock Holding History

Empowered Funds’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 Q1	$327K	Buy	+3,763	New	+$321K	﹤0.01%	1786
2024 Q2	–	Sell	-13,850	Closed	-$1.05M	–	1458
2024 Q1	$1.05M	Sell	13,850 -24,742	-64%	-$1.6M	0.02%	853
2023 Q4	$2.44M	Buy	38,592 +184	+0.5%	+$11.1K	0.06%	453
2023 Q3	$2.32M	Buy	38,408 +636	+2%	+$40.6K	0.07%	408
2023 Q2	$2.4M	Buy	37,772 +25,602	+210%	+$1.51M	0.08%	337
2023 Q1	$760K	Sell	12,170 -601	-5%	-$38.3K	0.04%	343
2022 Q4	$790K	Buy	12,771 +2,417	+23%	+$164K	0.05%	294
2022 Q3	$722K	Buy	+10,354	New	+$840K	0.07%	220

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Empowered Funds's SWX Position: Q1 2026 in Review

Empowered Funds opened a new position in Southwest Gas (SWX) in Q1 2026: 3,763 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #1786 among its holdings. This is a return to the name: Empowered Funds previously reported a position in SWX as recently as Q1 2024.

Empowered Funds first reported a position in SWX in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.44M in Q4 2023. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

Empowered Funds held 3,763 shares of Southwest Gas worth $327K as of Q1 2026.
Southwest Gas was a new Empowered Funds position in Q1 2026.
Southwest Gas made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1786 holding.
Empowered Funds first reported a position in Southwest Gas in Q3 2022 and has held it in 8 quarters since.
Empowered Funds's Southwest Gas position peaked at $2.44M in Q4 2023.
395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.