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Essential Partners’s Southwest Gas SWX Stock Holding History

Essential Partners’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 		$29.3K Buy
330
+117
+55% +$10.5K 0.01% 773
2026
Q1 		$18.5K Hold
213
– – 0.01% 959
2025
Q4 		$17K Buy
213
+39
+22% +$3.12K 0.01% 970
2025
Q3 		$13.6K Buy
174
+87
+100% +$6.78K ﹤0.01% 1046
2025
Q2 		$6.47K Buy
+87
New +$6.27K ﹤0.01% 973

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 $3.38T AUM 44.17% 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

Essential Partners's SWX Position: Q2 2026 in Review

Essential Partners increased its Southwest Gas (SWX) stake by 55% in Q2 2026, buying an estimated $10.5K and bringing the position to 330 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #773.

Essential Partners first reported a position in SWX in Q2 2025 and has held it in 5 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Essential Partners held 330 shares of Southwest Gas worth $29.3K as of Q2 2026.
  • Essential Partners bought 117 Southwest Gas shares in Q2 2026, an estimated $10.5K.
  • Southwest Gas made up 0.01% of Essential Partners's portfolio in Q2 2026, its #773 holding.
  • Essential Partners first reported a position in Southwest Gas in Q2 2025 and has held it in 5 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.