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Financiere des Professionnels’s Southwest Gas SWX Stock Holding History

Financiere des Professionnels’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 		– Sell
-2,748
Closed -$239K – 413
2026
Q1 		$239K Hold
2,748
– – 0.01% 298
2025
Q4 		$220K Hold
2,748
– – 0.01% 289
2025
Q3 		$215K Hold
2,748
– – 0.01% 323
2025
Q2 		$204K Buy
+2,748
New +$198K 0.01% 288

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

Financiere des Professionnels's SWX Position: Q2 2026 in Review

Financiere des Professionnels sold out of Southwest Gas (SWX) in Q2 2026, closing a stake of 2,748 shares — an estimated $239K sold.

Financiere des Professionnels first reported a position in SWX in Q2 2025 and held it in 4 quarters. The position peaked at $239K in Q1 2026. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Financiere des Professionnels reported no remaining Southwest Gas position as of Q2 2026 after selling out during the quarter.
  • Financiere des Professionnels sold 2,748 Southwest Gas shares in Q2 2026, an estimated $239K.
  • Financiere des Professionnels first reported a position in Southwest Gas in Q2 2025 and held it in 4 quarters.
  • Financiere des Professionnels's Southwest Gas position peaked at $239K in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Financiere des Professionnels's 13F filing for Q2 2026, filed 5 Aug 2026.