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Jefferies Financial Group’s Southwest Gas SWX Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-44,083
Closed -$3.12M – 1988
2024
Q4 		$3.12M Buy
+44,083
New +$3.28M 0.02% 514
2024
Q1 		– Sell
-6,747
Closed -$427K – 2016
2023
Q4 		$427K Buy
+6,747
New +$406K ﹤0.01% 1278

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Jefferies Financial Group's SWX Position: Q1 2025 in Review

Jefferies Financial Group sold out of Southwest Gas (SWX) in Q1 2025, closing a stake of 44,083 shares — an estimated $3.12M sold.

Jefferies Financial Group first reported a position in SWX in Q4 2023 and held it in 2 quarters. The position peaked at $3.12M in Q4 2024. 347 funds tracked by Wall St. Rank hold SWX as of Q1 2025.

  • Jefferies Financial Group reported no remaining Southwest Gas position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 44,083 Southwest Gas shares in Q1 2025, an estimated $3.12M.
  • Jefferies Financial Group first reported a position in Southwest Gas in Q4 2023 and held it in 2 quarters.
  • Jefferies Financial Group's Southwest Gas position peaked at $3.12M in Q4 2024.
  • 347 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.