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Ethic Inc’s Southwest Gas SWX Stock Holding History

Ethic Inc’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 		$2.33M Buy
26,300
+13,851
+111% +$1.24M 0.03% 465
2026
Q1 		$1.08M Sell
12,449
-6,664
-35% -$568K 0.02% 634
2025
Q4 		$1.53M Sell
19,113
-5,220
-21% -$418K 0.02% 522
2025
Q3 		$1.91M Buy
24,333
+9,312
+62% +$726K 0.03% 464
2025
Q2 		$1.11M Sell
15,021
-803
-5% -$57.9K 0.02% 587
2025
Q1 		$1.14M Sell
15,824
-365
-2% -$27K 0.02% 568
2024
Q4 		$1.14M Sell
16,189
-2,509
-13% -$186K 0.02% 556
2024
Q3 		$1.42M Sell
18,698
-626
-3% -$45.2K 0.04% 476
2024
Q2 		$1.36M Buy
19,324
+626
+3% +$46.9K 0.03% 487
2024
Q1 		$1.42M Buy
18,698
+1,358
+8% +$88K 0.04% 476
2023
Q4 		$1.1M Sell
17,340
-918
-5% -$55.2K 0.03% 511
2023
Q3 		$1.1M Buy
18,258
+6,609
+57% +$422K 0.04% 451
2023
Q2 		$741K Buy
11,649
+5,414
+87% +$320K 0.03% 535
2023
Q1 		$389K Sell
6,235
-2,764
-31% -$176K 0.02% 729
2022
Q4 		$557K Buy
8,999
+2,067
+30% +$141K 0.03% 546
2022
Q3 		$483K Sell
6,932
-4,050
-37% -$329K 0.03% 503
2022
Q2 		$956K Buy
10,982
+1,632
+17% +$144K 0.07% 329
2022
Q1 		$732K Buy
9,350
+3,656
+64% +$256K 0.05% 373
2021
Q4 		$399K Buy
5,694
+1,668
+41% +$115K 0.03% 457
2021
Q3 		$269K Buy
+4,026
New +$281K 0.03% 504

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

Ethic Inc's SWX Position: Q2 2026 in Review

Ethic Inc increased its Southwest Gas (SWX) stake by 111% in Q2 2026, buying an estimated $1.24M and bringing the position to 26,300 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #465.

Ethic Inc first reported a position in SWX in Q3 2021 and has held it in 20 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Ethic Inc held 26,300 shares of Southwest Gas worth $2.33M as of Q2 2026.
  • Ethic Inc bought 13,851 Southwest Gas shares in Q2 2026, an estimated $1.24M.
  • Southwest Gas made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #465 holding.
  • Ethic Inc first reported a position in Southwest Gas in Q3 2021 and has held it in 20 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.