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Keating Financial Advisory Services’s Southwest Gas SWX Stock Holding History

Keating Financial Advisory Services’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
Q2 		$2.57K Sell
29
-2
-6% -$179 ﹤0.01% 1852
2026
Q1 		$2.69K Buy
31
+7
+29% +$597 ﹤0.01% 1734
2025
Q4 		$1.92K Buy
+24
New +$1.92K ﹤0.01% 1599

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Keating Financial Advisory Services's SWX Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Southwest Gas (SWX) stake by 6.5% in Q2 2026, selling an estimated $179 and leaving 29 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Keating Financial Advisory Services first reported a position in SWX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.69K in Q1 2026. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Keating Financial Advisory Services held 29 shares of Southwest Gas worth $2.57K as of Q2 2026.
  • Keating Financial Advisory Services sold 2 Southwest Gas shares in Q2 2026, an estimated $179.
  • Southwest Gas made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1852 holding.
  • Keating Financial Advisory Services first reported a position in Southwest Gas in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Southwest Gas position peaked at $2.69K in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.