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Financial Perspectives’s Southwest Gas SWX Stock Holding History

Financial Perspectives’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
2025
Q4 		– Sell
-37
Closed -$2.9K – 744
2025
Q3 		$2.9K Hold
37
– – ﹤0.01% 617
2025
Q2 		$2.75K Hold
37
– – ﹤0.01% 616
2025
Q1 		$2.66K Hold
37
– – ﹤0.01% 612
2024
Q4 		$2.62K Hold
37
– – ﹤0.01% 609
2024
Q3 		$2.73K Hold
37
– – ﹤0.01% 566
2024
Q2 		$2.6K Hold
37
– – ﹤0.01% 559
2024
Q1 		$2.82K Hold
37
– – ﹤0.01% 550
2023
Q4 		$2.34K Hold
37
– – ﹤0.01% 580
2023
Q3 		$2.23K Buy
+37
New +$2.36K ﹤0.01% 585

Other funds holding SWX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return