Envestnet Asset Management
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Envestnet Asset Management’s Southwest Gas SWX Stock Holding History

Envestnet Asset Management’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 		$1.87M Sell
21,135
-932
-4% -$83.4K ﹤0.01% 3204
2026
Q1 		$1.92M Buy
22,067
+2,498
+13% +$213K ﹤0.01% 3042
2025
Q4 		$1.57M Sell
19,569
-1,435
-7% -$115K ﹤0.01% 3011
2025
Q3 		$1.65M Sell
21,004
-961
-4% -$74.9K ﹤0.01% 3008
2025
Q2 		$1.63M Sell
21,965
-723
-3% -$52.1K ﹤0.01% 2966
2025
Q1 		$1.63M Buy
22,688
+1,242
+6% +$92K ﹤0.01% 2864
2024
Q4 		$1.52M Buy
21,446
+350
+2% +$26K ﹤0.01% 2869
2024
Q3 		$1.56M Sell
21,096
-371
-2% -$26.8K ﹤0.01% 2845
2024
Q2 		$1.51M Sell
21,467
-1,928
-8% -$144K ﹤0.01% 2760
2024
Q1 		$1.78M Sell
23,395
-2,717
-10% -$176K ﹤0.01% 2648
2023
Q4 		$1.65M Buy
26,112
+355
+1% +$21.3K ﹤0.01% 2589
2023
Q3 		$1.56M Sell
25,757
-699
-3% -$44.6K ﹤0.01% 2513
2023
Q2 		$1.68M Sell
26,456
-3,089
-10% -$183K ﹤0.01% 2383
2023
Q1 		$1.85M Buy
29,545
+4,678
+19% +$298K ﹤0.01% 2252
2022
Q4 		$1.54M Sell
24,867
-357
-1% -$24.3K ﹤0.01% 2336
2022
Q3 		$1.76M Buy
25,224
+2,941
+13% +$239K ﹤0.01% 2156
2022
Q2 		$1.94M Sell
22,283
-16,265
-42% -$1.44M ﹤0.01% 2124
2022
Q1 		$3.02M Buy
38,548
+6,973
+22% +$489K ﹤0.01% 1940
2021
Q4 		$2.21M Sell
31,575
-2,874
-8% -$198K ﹤0.01% 2097
2021
Q3 		$2.3M Buy
34,449
+3,099
+10% +$216K ﹤0.01% 1998
2021
Q2 		$2.08M Buy
31,350
+2,378
+8% +$162K ﹤0.01% 2029
2021
Q1 		$1.99M Buy
28,972
+2,681
+10% +$170K ﹤0.01% 1937
2020
Q4 		$1.6M Sell
26,291
-3,857
-13% -$254K ﹤0.01% 1899
2020
Q3 		$1.9M Sell
30,148
-1,737
-5% -$116K ﹤0.01% 1641
2020
Q2 		$2.2M Buy
31,885
+332
+1% +$24.2K ﹤0.01% 1513
2020
Q1 		$2.19M Buy
31,553
+6,431
+26% +$462K ﹤0.01% 1374
2019
Q4 		$1.91M Sell
25,122
-8,486
-25% -$690K ﹤0.01% 1632
2019
Q3 		$3.06M Sell
33,608
-509
-1% -$45.7K ﹤0.01% 1310
2019
Q2 		$3.06M Buy
34,117
+2,665
+8% +$226K ﹤0.01% 1315
2019
Q1 		$2.59M Buy
31,452
+721
+2% +$57.6K ﹤0.01% 1342
2018
Q4 		$2.35M Buy
+30,731
New +$2.47M ﹤0.01% 1251
2018
Q3 		– Sell
-2,267
Closed -$173K – 2449
2018
Q2 		$173K Sell
2,267
-38
-2% -$2.77K ﹤0.01% 1740
2018
Q1 		$156K Sell
2,305
-295
-11% -$21K ﹤0.01% 1729
2017
Q4 		$209K Buy
2,600
+337
+15% +$27.4K ﹤0.01% 1825
2017
Q3 		$176K Sell
2,263
-152
-6% -$12K ﹤0.01% 1881
2017
Q2 		$176K Buy
2,415
+100
+4% +$8K ﹤0.01% 1916
2017
Q1 		$192K Sell
2,315
-35
-1% -$2.85K ﹤0.01% 1941
2016
Q4 		$180K Buy
2,350
+352
+18% +$25.4K ﹤0.01% 1936
2016
Q3 		$140K Sell
1,998
-442
-18% -$32.6K ﹤0.01% 2187
2016
Q2 		$192K Buy
2,440
+13
+0.5% +$898 ﹤0.01% 2115
2016
Q1 		$160K Sell
2,427
-1,721
-41% -$104K ﹤0.01% 2188
2015
Q4 		$229K Buy
4,148
+714
+21% +$40.7K ﹤0.01% 1960
2015
Q3 		$200K Buy
+3,434
New +$190K ﹤0.01% 2002
2015
Q1 		– Sell
-977
Closed -$60K – 2381
2014
Q4 		$60K Sell
977
-130
-12% -$7.38K ﹤0.01% 1346
2014
Q3 		$54K Buy
1,107
+303
+38% +$15.5K ﹤0.01% 1494
2014
Q2 		$42K Buy
804
+144
+22% +$7.63K ﹤0.01% 1503
2014
Q1 		$35K Buy
660
+45
+7% +$2.42K ﹤0.01% 1490
2013
Q4 		$34K Buy
615
+14
+2% +$740 ﹤0.01% 1349
2013
Q3 		$30K Hold
601
– – ﹤0.01% 1353
2013
Q2 		$28K Buy
+601
New +$29.3K ﹤0.01% 1336

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Envestnet Asset Management's SWX Position: Q2 2026 in Review

Envestnet Asset Management reduced its Southwest Gas (SWX) stake by 4.2% in Q2 2026, selling an estimated $83.4K and leaving 21,135 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #3204.

Envestnet Asset Management first reported a position in SWX in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.06M in Q3 2019. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Envestnet Asset Management held 21,135 shares of Southwest Gas worth $1.87M as of Q2 2026.
  • Envestnet Asset Management sold 932 Southwest Gas shares in Q2 2026, an estimated $83.4K.
  • Southwest Gas made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3204 holding.
  • Envestnet Asset Management first reported a position in Southwest Gas in Q2 2013 and has held it in 50 quarters since.
  • Envestnet Asset Management's Southwest Gas position peaked at $3.06M in Q3 2019.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.