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Inspire Investing’s Southwest Gas SWX Stock Holding History

Inspire Investing’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 		$678K Buy
7,641
+1,667
+28% +$149K 0.03% 787
2026
Q1 		$519K Buy
5,974
+86
+1% +$7.33K 0.03% 546
2025
Q4 		$471K Sell
5,888
-6,578
-53% -$527K 0.04% 384
2025
Q3 		$977K Buy
12,466
+3,124
+33% +$243K 0.1% 241
2025
Q2 		$695K Buy
9,342
+4,479
+92% +$323K 0.08% 248
2025
Q1 		$349K Sell
4,863
-885
-15% -$65.5K 0.04% 348
2024
Q4 		$406K Sell
5,748
-4,099
-42% -$305K 0.05% 373
2024
Q3 		$726K Buy
9,847
+4,879
+98% +$353K 0.07% 283
2024
Q2 		$350K Buy
4,968
+245
+5% +$18.3K 0.04% 674
2024
Q1 		$360K Sell
4,723
-1,345
-22% -$87.2K 0.04% 509
2023
Q4 		$384K Sell
6,068
-19,518
-76% -$1.17M 0.04% 516
2023
Q3 		$1.55M Buy
25,586
+3,045
+14% +$194K 0.2% 124
2023
Q2 		$1.43M Buy
22,541
+2,333
+12% +$138K 0.17% 133
2023
Q1 		$1.26M Buy
20,208
+575
+3% +$36.6K 0.16% 130
2022
Q4 		$1.21M Buy
19,633
+10,124
+106% +$689K 0.16% 133
2022
Q3 		$663K Buy
9,509
+7,061
+288% +$573K 0.09% 172
2022
Q2 		$213K Sell
2,448
-573
-19% -$50.6K 0.03% 452
2022
Q1 		$237K Sell
3,021
-529
-15% -$37.1K 0.03% 447
2021
Q4 		$249K Buy
3,550
+75
+2% +$5.17K 0.03% 534
2021
Q3 		$232K Buy
+3,475
New +$242K 0.03% 554

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

Inspire Investing's SWX Position: Q2 2026 in Review

Inspire Investing increased its Southwest Gas (SWX) stake by 28% in Q2 2026, buying an estimated $149K and bringing the position to 7,641 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #787.

Inspire Investing first reported a position in SWX in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.55M in Q3 2023. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Inspire Investing held 7,641 shares of Southwest Gas worth $678K as of Q2 2026.
  • Inspire Investing bought 1,667 Southwest Gas shares in Q2 2026, an estimated $149K.
  • Southwest Gas made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #787 holding.
  • Inspire Investing first reported a position in Southwest Gas in Q3 2021 and has held it in 20 quarters since.
  • Inspire Investing's Southwest Gas position peaked at $1.55M in Q3 2023.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.