Integrated Advisors Network
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Integrated Advisors Network’s Southwest Gas SWX Stock Holding History

Integrated Advisors Network’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
Q3 		$267K Buy
3,273
+62
+2% +$5.53K 0.01% 587
2026
Q2 		$285K Sell
3,211
-1,667
-34% -$149K 0.01% 582
2026
Q1 		$424K Buy
+4,878
New +$416K 0.02% 488

Other funds holding SWX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Integrated Advisors Network's SWX Position: Q3 2026 in Review

Integrated Advisors Network increased its Southwest Gas (SWX) stake by 1.9% in Q3 2026, buying an estimated $5.53K and bringing the position to 3,273 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #587.

Integrated Advisors Network first reported a position in SWX in Q1 2026 and has held it in 3 quarters since. The position peaked at $424K in Q1 2026. 224 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • Integrated Advisors Network held 3,273 shares of Southwest Gas worth $267K as of Q3 2026.
  • Integrated Advisors Network bought 62 Southwest Gas shares in Q3 2026, an estimated $5.53K.
  • Southwest Gas made up 0.01% of Integrated Advisors Network's portfolio in Q3 2026, its #587 holding.
  • Integrated Advisors Network first reported a position in Southwest Gas in Q1 2026 and has held it in 3 quarters since.
  • Integrated Advisors Network's Southwest Gas position peaked at $424K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.