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EverSource Wealth Advisors’s Southwest Gas SWX Stock Holding History

EverSource Wealth Advisors’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 		$64.6K Sell
729
-370
-34% -$33.1K ﹤0.01% 1613
2026
Q1 		$95.5K Buy
1,099
+569
+107% +$48.5K ﹤0.01% 1456
2025
Q4 		$42.4K Sell
530
-15
-3% -$1.2K ﹤0.01% 1858
2025
Q3 		$42.7K Buy
545
+105
+24% +$8.18K ﹤0.01% 1814
2025
Q2 		$32.7K Buy
440
+304
+224% +$21.9K ﹤0.01% 1923
2025
Q1 		$9.77K Buy
136
+13
+11% +$962 ﹤0.01% 2120
2024
Q4 		$8.7K Buy
123
+9
+8% +$669 ﹤0.01% 2075
2024
Q3 		$8.41K Buy
114
+68
+148% +$4.91K ﹤0.01% 1965
2024
Q2 		$3.41K Buy
46
+29
+171% +$2.17K ﹤0.01% 2357
2024
Q1 		$1.27K Hold
17
– – ﹤0.01% 2506
2023
Q4 		$1.08K Sell
17
-17
-50% -$1.02K ﹤0.01% 2381
2023
Q3 		$2.05K Sell
34
-16
-32% -$1.02K ﹤0.01% 1995
2023
Q2 		$3.18K Sell
50
-114
-70% -$6.74K ﹤0.01% 1900
2023
Q1 		$10.2K Buy
164
+56
+52% +$3.57K ﹤0.01% 1340
2022
Q4 		$6.68K Hold
108
– – ﹤0.01% 1486
2022
Q3 		$8K Sell
108
-148
-58% -$12K ﹤0.01% 1213
2022
Q2 		$22K Buy
+256
New +$22.6K 0.01% 808

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

EverSource Wealth Advisors's SWX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Southwest Gas (SWX) stake by 34% in Q2 2026, selling an estimated $33.1K and leaving 729 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

EverSource Wealth Advisors first reported a position in SWX in Q2 2022 and has held it in 17 quarters since. The position peaked at $95.5K in Q1 2026. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • EverSource Wealth Advisors held 729 shares of Southwest Gas worth $64.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 370 Southwest Gas shares in Q2 2026, an estimated $33.1K.
  • Southwest Gas made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1613 holding.
  • EverSource Wealth Advisors first reported a position in Southwest Gas in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Southwest Gas position peaked at $95.5K in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.