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Kennedy Capital Management’s Southwest Gas SWX Stock Holding History

Kennedy Capital 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
Q2 		$19.4M Buy
+218,898
New +$19.6M 0.34% 81
2025
Q2 		– Sell
-11,007
Closed -$790K – 673
2025
Q1 		$790K Sell
11,007
-54,523
-83% -$4.04M 0.02% 546
2024
Q4 		$4.63M Sell
65,530
-7,602
-10% -$565K 0.1% 341
2024
Q3 		$5.39M Sell
73,132
-89,563
-55% -$6.47M 0.12% 299
2024
Q2 		$11.5M Sell
162,695
-9,395
-5% -$704K 0.24% 132
2024
Q1 		$13.1M Sell
172,090
-6,159
-3% -$399K 0.27% 111
2023
Q4 		$11.3M Buy
178,249
+7,742
+5% +$465K 0.25% 131
2023
Q3 		$10.3M Sell
170,507
-2,170
-1% -$138K 0.25% 122
2023
Q2 		$11M Sell
172,677
-4,699
-3% -$278K 0.26% 125
2023
Q1 		$11.1M Sell
177,376
-22,532
-11% -$1.44M 0.33% 81
2022
Q4 		$12.4M Sell
199,908
-13,153
-6% -$894K 0.35% 84
2022
Q3 		$14.9M Buy
+213,061
New +$17.3M 0.44% 47
2014
Q3 		– Sell
-141,410
Closed -$7.46M – 780
2014
Q2 		$7.46M Sell
141,410
-2,146
-1% -$114K 0.14% 285
2014
Q1 		$7.67M Sell
143,556
-1,875
-1% -$101K 0.14% 275
2013
Q4 		$8.13M Buy
145,431
+986
+0.7% +$52.1K 0.15% 262
2013
Q3 		$7.22M Buy
144,445
+2,020
+1% +$98K 0.14% 266
2013
Q2 		$6.66M Buy
+142,425
New +$6.94M 0.14% 289

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 $3.37T AUM 44.26% 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

Kennedy Capital Management's SWX Position: Q2 2026 in Review

Kennedy Capital Management opened a new position in Southwest Gas (SWX) in Q2 2026: 218,898 shares worth $19.4M. The stake represents 0.34% of the portfolio and ranks #81 among its holdings. This is a return to the name: Kennedy Capital Management previously reported a position in SWX as recently as Q1 2025.

Kennedy Capital Management first reported a position in SWX in Q2 2013 and has held it in 17 quarters since. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Kennedy Capital Management held 218,898 shares of Southwest Gas worth $19.4M as of Q2 2026.
  • Southwest Gas was a new Kennedy Capital Management position in Q2 2026.
  • Southwest Gas made up 0.34% of Kennedy Capital Management's portfolio in Q2 2026, its #81 holding.
  • Kennedy Capital Management first reported a position in Southwest Gas in Q2 2013 and has held it in 17 quarters since.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.