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Inspire Advisors’s Southwest Gas SWX Stock Holding History

Inspire 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
2025
Q4 		– Sell
-13,117
Closed -$1.03M – 636
2025
Q3 		$1.03M Buy
13,117
+4,061
+45% +$316K 0.1% 165
2025
Q2 		$674K Buy
+9,056
New +$653K 0.07% 231
2025
Q1 		– Sell
-4,023
Closed -$284K – 518
2024
Q4 		$284K Buy
4,023
+288
+8% +$21.4K 0.03% 307
2024
Q3 		$275K Buy
+3,735
New +$270K 0.03% 307
2021
Q1 		– Sell
-44
Closed -$3K – 636
2020
Q4 		$3K Buy
+44
New +$2.9K ﹤0.01% 666

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.26B AUM 15.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Inspire Advisors's SWX Position: Q4 2025 in Review

Inspire Advisors sold out of Southwest Gas (SWX) in Q4 2025, closing a stake of 13,117 shares — an estimated $1.03M sold.

Inspire Advisors first reported a position in SWX in Q4 2020 and held it in 5 quarters. The position peaked at $1.03M in Q3 2025. 353 funds tracked by Wall St. Rank hold SWX as of Q4 2025.

  • Inspire Advisors reported no remaining Southwest Gas position as of Q4 2025 after selling out during the quarter.
  • Inspire Advisors sold 13,117 Southwest Gas shares in Q4 2025, an estimated $1.03M.
  • Inspire Advisors first reported a position in Southwest Gas in Q4 2020 and held it in 5 quarters.
  • Inspire Advisors's Southwest Gas position peaked at $1.03M in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2025.

Based on Inspire Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.