Holocene Advisors
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Holocene Advisors’s Southwest Gas SWX Stock Holding History

Holocene Advisors’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 		$1.13M Sell
12,726
-4,794
-27% -$429K ﹤0.01% 659
2026
Q1 		$1.52M Buy
+17,520
New +$1.49M ﹤0.01% 616
2025
Q4 		– Sell
-16,233
Closed -$1.27M – 884
2025
Q3 		$1.27M Buy
16,233
+11,486
+242% +$895K ﹤0.01% 595
2025
Q2 		$353K Buy
4,747
+1,375
+41% +$99.1K ﹤0.01% 717
2025
Q1 		$242K Buy
3,372
+93
+3% +$6.88K ﹤0.01% 711
2024
Q4 		$232K Sell
3,279
-21,244
-87% -$1.58M ﹤0.01% 736
2024
Q3 		$1.81M Buy
+24,523
New +$1.77M 0.01% 552
2024
Q2 		– Sell
-46,085
Closed -$3.51M – 848
2024
Q1 		$3.51M Buy
46,085
+7,250
+19% +$470K 0.01% 473
2023
Q4 		$2.46M Sell
38,835
-9,950
-20% -$598K 0.01% 499
2023
Q3 		$2.95M Sell
48,785
-8,915
-15% -$569K 0.01% 493
2023
Q2 		$3.67M Buy
57,700
+20,033
+53% +$1.18M 0.02% 420
2023
Q1 		$2.35M Sell
37,667
-10,116
-21% -$645K 0.01% 428
2022
Q4 		$2.96M Buy
+47,783
New +$3.25M 0.02% 362
2022
Q1 		– Sell
-18,790
Closed -$1.32M – 1030
2021
Q4 		$1.32M Sell
18,790
-36,345
-66% -$2.5M 0.01% 632
2021
Q3 		$3.69M Sell
55,135
-15,699
-22% -$1.1M 0.02% 405
2021
Q2 		$4.69M Buy
70,834
+14,144
+25% +$965K 0.03% 376
2021
Q1 		$3.9M Buy
+56,690
New +$3.59M 0.02% 445
2020
Q2 		– Sell
-23,292
Closed -$1.62M – 772
2020
Q1 		$1.62M Buy
+23,292
New +$1.67M 0.02% 321
2019
Q3 		– Sell
-2,291
Closed -$205K – 840
2019
Q2 		$205K Sell
2,291
-2,828
-55% -$240K ﹤0.01% 628
2019
Q1 		$421K Buy
5,119
+218
+4% +$17.4K 0.01% 446
2018
Q4 		$375K Sell
4,901
-3,627
-43% -$291K 0.01% 490
2018
Q3 		$674K Buy
8,528
+3,138
+58% +$248K 0.01% 457
2018
Q2 		$411K Sell
5,390
-1,638
-23% -$120K 0.01% 404
2018
Q1 		$475K Buy
7,028
+2,444
+53% +$174K 0.01% 285
2017
Q4 		$369K Buy
+4,584
New +$372K 0.01% 494

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

Holocene Advisors's SWX Position: Q2 2026 in Review

Holocene Advisors reduced its Southwest Gas (SWX) stake by 27% in Q2 2026, selling an estimated $429K and leaving 12,726 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Holocene Advisors first reported a position in SWX in Q4 2017 and has held it in 25 quarters since. The position peaked at $4.69M in Q2 2021. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Holocene Advisors held 12,726 shares of Southwest Gas worth $1.13M as of Q2 2026.
  • Holocene Advisors sold 4,794 Southwest Gas shares in Q2 2026, an estimated $429K.
  • Southwest Gas made up ﹤0.01% of Holocene Advisors's portfolio in Q2 2026, its #659 holding.
  • Holocene Advisors first reported a position in Southwest Gas in Q4 2017 and has held it in 25 quarters since.
  • Holocene Advisors's Southwest Gas position peaked at $4.69M in Q2 2021.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.