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Harbour Investments’s Southwest Gas SWX Stock Holding History

Harbour Investments’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 		$52.1K Sell
599
-235
-28% -$20K ﹤0.01% 2324
2025
Q4 		$66.7K Buy
834
+626
+301% +$50.1K ﹤0.01% 1825
2025
Q3 		$16.3K Buy
208
+116
+126% +$9.04K ﹤0.01% 2454
2025
Q2 		$6.84K Hold
92
– – ﹤0.01% 2737
2025
Q1 		$6.61K Hold
92
– – ﹤0.01% 2713
2024
Q4 		$6.5K Hold
92
– – ﹤0.01% 2634
2024
Q3 		$6.79K Buy
92
+72
+360% +$5.2K ﹤0.01% 2519
2024
Q2 		$1.41K Hold
20
– – ﹤0.01% 2915
2024
Q1 		$1.52K Hold
20
– – ﹤0.01% 2840
2023
Q4 		$1.27K Sell
20
-50
-71% -$3K ﹤0.01% 2781
2023
Q3 		$4.23K Hold
70
– – ﹤0.01% 2331
2023
Q2 		$4.46K Buy
+70
New +$4.14K ﹤0.01% 2314
2022
Q4 		– Sell
-30
Closed -$3K – 3114
2022
Q3 		$3K Hold
30
– – ﹤0.01% 2360
2022
Q2 		$3K Buy
+30
New +$2.65K ﹤0.01% 2360

Other funds holding SWX

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return