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Kestra Private Wealth Services’s Southwest Gas SWX Stock Holding History

Kestra Private Wealth 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
2025
Q2 		– Sell
-7,151
Closed -$513K – 1675
2025
Q1 		$513K Buy
7,151
+1,606
+29% +$119K 0.01% 940
2024
Q4 		$392K Buy
5,545
+313
+6% +$23.3K 0.01% 1035
2024
Q3 		$386K Sell
5,232
-3,722
-42% -$269K 0.01% 987
2024
Q2 		$630K Buy
+8,954
New +$671K 0.01% 741

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

Kestra Private Wealth Services's SWX Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Southwest Gas (SWX) in Q2 2025, closing a stake of 7,151 shares — an estimated $513K sold.

Kestra Private Wealth Services first reported a position in SWX in Q2 2024 and held it in 4 quarters. The position peaked at $630K in Q2 2024. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining Southwest Gas position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 7,151 Southwest Gas shares in Q2 2025, an estimated $513K.
  • Kestra Private Wealth Services first reported a position in Southwest Gas in Q2 2024 and held it in 4 quarters.
  • Kestra Private Wealth Services's Southwest Gas position peaked at $630K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.