JAM
SWX icon

Jupiter Asset Management’s Southwest Gas SWX Stock Holding History

Jupiter Asset Management’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 		– Sell
-55,061
Closed -$4.41M – 559
2025
Q4 		$4.41M Sell
55,061
-6,278
-10% -$503K 0.04% 278
2025
Q3 		$4.81M Buy
+61,339
New +$4.78M 0.04% 265
2024
Q4 		– Sell
-5,936
Closed -$438K – 474
2024
Q3 		$438K Sell
5,936
-2,443
-29% -$177K ﹤0.01% 378
2024
Q2 		$590K Buy
+8,379
New +$628K 0.01% 352

Other funds holding SWX

BlackRock
BlackRock New York $5.72T 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 $8.67B 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

Jupiter Asset Management's SWX Position: Q1 2026 in Review

Jupiter Asset Management sold out of Southwest Gas (SWX) in Q1 2026, closing a stake of 55,061 shares — an estimated $4.41M sold.

Jupiter Asset Management first reported a position in SWX in Q2 2024 and held it in 4 quarters. The position peaked at $4.81M in Q3 2025. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Jupiter Asset Management reported no remaining Southwest Gas position as of Q1 2026 after selling out during the quarter.
  • Jupiter Asset Management sold 55,061 Southwest Gas shares in Q1 2026, an estimated $4.41M.
  • Jupiter Asset Management first reported a position in Southwest Gas in Q2 2024 and held it in 4 quarters.
  • Jupiter Asset Management's Southwest Gas position peaked at $4.81M in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.