Keeley-Teton Advisors’s Southwest Gas SWX Stock Holding History

Keeley-Teton 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 Q1	$7.44M	Sell	103,593 -4,317	-4%	-$320K	0.9%	15
2024 Q4	$7.63M	Buy	107,910 +11,436	+12%	+$850K	0.89%	19
2024 Q3	$7.12M	Sell	96,474 -2,702	-3%	-$195K	0.78%	21
2024 Q2	$6.98M	Sell	99,176 -1,939	-2%	-$145K	0.89%	16
2024 Q1	$7.7M	Buy	101,115 +422	+0.4%	+$27.4K	0.95%	16
2023 Q4	$6.38M	Sell	100,693 -341	-0.3%	-$20.5K	0.82%	23
2023 Q3	$6.1M	Buy	101,034 +35,821	+55%	+$2.29M	0.86%	20
2023 Q2	$4.15M	Buy	+65,213	New	+$3.86M	0.53%	60

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Keeley-Teton Advisors's SWX Position: Q1 2025 in Review

Keeley-Teton Advisors reduced its Southwest Gas (SWX) stake by 4% in Q1 2025, selling an estimated $320K and leaving 103,593 shares worth $7.44M. The position accounts for 0.9% of the portfolio, ranked #15.

Keeley-Teton Advisors first reported a position in SWX in Q2 2023 and has held it in 8 quarters since. The position peaked at $7.7M in Q1 2024. 347 funds tracked by Wall St. Rank hold SWX as of Q1 2025.

Keeley-Teton Advisors held 103,593 shares of Southwest Gas worth $7.44M as of Q1 2025.
Keeley-Teton Advisors sold 4,317 Southwest Gas shares in Q1 2025, an estimated $320K.
Southwest Gas made up 0.9% of Keeley-Teton Advisors's portfolio in Q1 2025, its #15 holding.
Keeley-Teton Advisors first reported a position in Southwest Gas in Q2 2023 and has held it in 8 quarters since.
Keeley-Teton Advisors's Southwest Gas position peaked at $7.7M in Q1 2024.
347 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2025.

Based on Keeley-Teton Advisors's 13F filing for Q1 2025, filed 14 May 2025.