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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 $6.73T AUM 46.02% 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 $8.26B AUM 15.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Financial Perspectives's SWX Position: Q4 2025 in Review

Financial Perspectives sold out of Southwest Gas (SWX) in Q4 2025, closing a stake of 37 shares — an estimated $2.9K sold.

Financial Perspectives first reported a position in SWX in Q3 2023 and held it in 9 quarters. The position peaked at $2.9K in Q3 2025. 353 funds tracked by Wall St. Rank hold SWX as of Q4 2025.

  • Financial Perspectives reported no remaining Southwest Gas position as of Q4 2025 after selling out during the quarter.
  • Financial Perspectives sold 37 Southwest Gas shares in Q4 2025, an estimated $2.9K.
  • Financial Perspectives first reported a position in Southwest Gas in Q3 2023 and held it in 9 quarters.
  • Financial Perspectives's Southwest Gas position peaked at $2.9K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2025.

Based on Financial Perspectives's 13F filing for Q4 2025, filed 28 Jan 2026.