Key Financial Inc’s Southwest Gas SWX Stock Holding History

Key Financial Inc’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	$24.7K	Hold	279	–	–	﹤0.01%	683
2026 Q1	$24.2K	Hold	279	–	–	﹤0.01%	682
2025 Q4	$22.3K	Hold	279	–	–	﹤0.01%	696
2025 Q3	$21.7K	Hold	279	–	–	﹤0.01%	692
2025 Q2	$20.8K	Hold	279	–	–	﹤0.01%	686
2025 Q1	$20K	Hold	279	–	–	﹤0.01%	668
2024 Q4	$19.7K	Hold	279	–	–	﹤0.01%	660
2024 Q3	$20.6K	Hold	279	–	–	﹤0.01%	645
2024 Q2	$19.6K	Hold	279	–	–	﹤0.01%	639
2024 Q1	$21.2K	Hold	279	–	–	0.01%	596
2023 Q4	$17.7K	Hold	279	–	–	﹤0.01%	616
2023 Q3	$16.9K	Hold	279	–	–	0.01%	601
2023 Q2	$17.8K	Buy	279 +65	+30%	+$3.84K	0.01%	599
2023 Q1	$13.4K	Hold	214	–	–	﹤0.01%	618
2022 Q4	$14.9K	Hold	214	–	–	0.01%	544
2022 Q3	$15K	Hold	214	–	–	0.01%	554
2022 Q2	$19K	Hold	214	–	–	0.01%	518
2022 Q1	$17K	Hold	214	–	–	0.01%	532
2021 Q4	$15K	Hold	214	–	–	0.01%	531
2021 Q3	$14K	Hold	214	–	–	0.01%	521
2021 Q2	$15K	Hold	214	–	–	0.01%	512
2021 Q1	$15K	Hold	214	–	–	0.01%	438
2020 Q4	$13K	Buy	+214	New	+$14.1K	0.01%	437
2020 Q2	–	Sell	-214	Closed	-$15K	–	559
2020 Q1	$15K	Buy	+214	New	+$15.4K	0.02%	359

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Key Financial Inc's SWX Position: Q2 2026 in Review

Key Financial Inc held its Southwest Gas (SWX) position steady in Q2 2026 at 279 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Key Financial Inc first reported a position in SWX in Q1 2020 and has held it in 24 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Key Financial Inc held 279 shares of Southwest Gas worth $24.7K as of Q2 2026.
Key Financial Inc left its Southwest Gas share count unchanged in Q2 2026.
Southwest Gas made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #683 holding.
Key Financial Inc first reported a position in Southwest Gas in Q1 2020 and has held it in 24 quarters since.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.