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Jackson Creek Investment Advisors’s Southwest Gas SWX Stock Holding History

Jackson Creek Investment 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
Q3 		– Sell
-5,367
Closed -$399K – 360
2025
Q2 		$399K Buy
+5,367
New +$387K 0.11% 262

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $8.55B AUM 29.29% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jackson Creek Investment Advisors's SWX Position: Q3 2025 in Review

Jackson Creek Investment Advisors sold out of Southwest Gas (SWX) in Q3 2025, closing a stake of 5,367 shares — an estimated $399K sold.

Jackson Creek Investment Advisors first reported a position in SWX in Q2 2025 and held it in 1 quarter. The position peaked at $399K in Q2 2025. 334 funds tracked by Wall St. Rank hold SWX as of Q3 2025.

  • Jackson Creek Investment Advisors reported no remaining Southwest Gas position as of Q3 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 5,367 Southwest Gas shares in Q3 2025, an estimated $399K.
  • Jackson Creek Investment Advisors first reported a position in Southwest Gas in Q2 2025 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's Southwest Gas position peaked at $399K in Q2 2025.
  • 334 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.