IC
SWX icon

IEQ Capital’s Southwest Gas SWX Stock Holding History

IEQ Capital’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 		$3.21M Buy
36,232
+1,662
+5% +$149K 0.01% 636
2026
Q1 		$3M Buy
34,570
+16,880
+95% +$1.44M 0.01% 639
2025
Q4 		$1.42M Sell
17,690
-1,374
-7% -$110K ﹤0.01% 905
2025
Q3 		$1.49M Buy
19,064
+601
+3% +$46.8K ﹤0.01% 862
2025
Q2 		$1.37M Buy
+18,463
New +$1.33M 0.01% 763

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

IEQ Capital's SWX Position: Q2 2026 in Review

IEQ Capital increased its Southwest Gas (SWX) stake by 4.8% in Q2 2026, buying an estimated $149K and bringing the position to 36,232 shares worth $3.21M. The position accounts for 0.01% of the portfolio, ranked #636.

IEQ Capital first reported a position in SWX in Q2 2025 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • IEQ Capital held 36,232 shares of Southwest Gas worth $3.21M as of Q2 2026.
  • IEQ Capital bought 1,662 Southwest Gas shares in Q2 2026, an estimated $149K.
  • Southwest Gas made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #636 holding.
  • IEQ Capital first reported a position in Southwest Gas in Q2 2025 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.