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Horizon Investments’s Southwest Gas SWX Stock Holding History

Horizon 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
Q2 		$2.36M Buy
26,628
+25,040
+1,577% +$2.24M 0.03% 481
2026
Q1 		$138K Sell
1,588
-15,419
-91% -$1.31M ﹤0.01% 1042
2025
Q4 		$1.36M Buy
+17,007
New +$1.36M 0.02% 558
2025
Q3 		– Sell
-18
Closed -$1.34K – 1281
2025
Q2 		$1.34K Hold
18
– – ﹤0.01% 1042
2025
Q1 		$1.29K Buy
+18
New +$1.33K ﹤0.01% 782

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 $3.38T AUM 44.17% 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

Horizon Investments's SWX Position: Q2 2026 in Review

Horizon Investments increased its Southwest Gas (SWX) stake by 1,577% in Q2 2026, buying an estimated $2.24M and bringing the position to 26,628 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #481.

Horizon Investments first reported a position in SWX in Q1 2025 and has held it in 5 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Horizon Investments held 26,628 shares of Southwest Gas worth $2.36M as of Q2 2026.
  • Horizon Investments bought 25,040 Southwest Gas shares in Q2 2026, an estimated $2.24M.
  • Southwest Gas made up 0.03% of Horizon Investments's portfolio in Q2 2026, its #481 holding.
  • Horizon Investments first reported a position in Southwest Gas in Q1 2025 and has held it in 5 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.