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SWX icon

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
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 $5.7T 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 $8.6B 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