Financial Consulate’s Southwest Gas SWX Stock Holding History

Financial Consulate’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 Q1	$9.21K	Hold	106	–	–	﹤0.01%	659
2025 Q4	$8.48K	Hold	106	–	–	﹤0.01%	641
2025 Q3	$8.3K	Buy	+106	New	+$8.26K	﹤0.01%	577

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Financial Consulate's SWX Position: Q1 2026 in Review

Financial Consulate held its Southwest Gas (SWX) position steady in Q1 2026 at 106 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Financial Consulate first reported a position in SWX in Q3 2025 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

Financial Consulate held 106 shares of Southwest Gas worth $9.21K as of Q1 2026.
Financial Consulate left its Southwest Gas share count unchanged in Q1 2026.
Southwest Gas made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #659 holding.
Financial Consulate first reported a position in Southwest Gas in Q3 2025 and has held it in 3 quarters since.
395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.