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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
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 $5.72T 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 $8.67B 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

Horizon Investments's SWX Position: Q1 2026 in Review

Horizon Investments reduced its Southwest Gas (SWX) stake by 91% in Q1 2026, selling an estimated $1.31M and leaving 1,588 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Horizon Investments first reported a position in SWX in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q4 2025. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Horizon Investments held 1,588 shares of Southwest Gas worth $138K as of Q1 2026.
  • Horizon Investments sold 15,419 Southwest Gas shares in Q1 2026, an estimated $1.31M.
  • Southwest Gas made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1042 holding.
  • Horizon Investments first reported a position in Southwest Gas in Q1 2025 and has held it in 4 quarters since.
  • Horizon Investments's Southwest Gas position peaked at $1.36M in Q4 2025.
  • 395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.