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Hemington Wealth Management’s Southwest Gas SWX Stock Holding History

Hemington Wealth Management’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
Q3 		$11K Buy
153
+5
+3% +$390 ﹤0.01% 863
2025
Q2 		$11K Buy
148
+1
+0.7% +$72 ﹤0.01% 828
2025
Q1 		$10K Buy
147
+29
+25% +$2.15K ﹤0.01% 822
2024
Q4 		$8K Buy
118
+3
+3% +$223 ﹤0.01% 863
2024
Q3 		$8K Buy
+115
New +$8.31K ﹤0.01% 790

Other funds holding SWX

BlackRock
BlackRock New York $5.72T 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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Hemington Wealth Management's SWX Position: Q3 2025 in Review

Hemington Wealth Management increased its Southwest Gas (SWX) stake by 3.4% in Q3 2025, buying an estimated $390 and bringing the position to 153 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Hemington Wealth Management first reported a position in SWX in Q3 2024 and has held it in 5 quarters since. 334 funds tracked by Wall St. Rank hold SWX as of Q3 2025.

  • Hemington Wealth Management held 153 shares of Southwest Gas worth $11K as of Q3 2025.
  • Hemington Wealth Management bought 5 Southwest Gas shares in Q3 2025, an estimated $390.
  • Southwest Gas made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #863 holding.
  • Hemington Wealth Management first reported a position in Southwest Gas in Q3 2024 and has held it in 5 quarters since.
  • 334 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.