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 Q2	$321K	Sell	3,617 -146	-4%	-$13.1K	﹤0.01%	1845
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Empowered Funds's SWX Position: Q2 2026 in Review

Empowered Funds reduced its Southwest Gas (SWX) stake by 3.9% in Q2 2026, selling an estimated $13.1K and leaving 3,617 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Empowered Funds first reported a position in SWX in Q3 2022 and has held it in 9 quarters since. The position peaked at $2.44M in Q4 2023. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Empowered Funds held 3,617 shares of Southwest Gas worth $321K as of Q2 2026.
Empowered Funds sold 146 Southwest Gas shares in Q2 2026, an estimated $13.1K.
Southwest Gas made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1845 holding.
Empowered Funds first reported a position in Southwest Gas in Q3 2022 and has held it in 9 quarters since.
Empowered Funds's Southwest Gas position peaked at $2.44M in Q4 2023.
412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.