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Liberty One Investment Management’s Southwest Gas SWX Stock Holding History

Liberty One Investment 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
2025
Q4 		– Sell
-10,564
Closed -$828K – 156
2025
Q3 		$828K Buy
10,564
+1,771
+20% +$138K 0.05% 111
2025
Q2 		$654K Sell
8,793
-522
-6% -$37.6K 0.07% 109
2025
Q1 		$669K Sell
9,315
-187
-2% -$13.8K 0.07% 106
2024
Q4 		$672K Sell
9,502
-1,431
-13% -$106K 0.07% 106
2024
Q3 		$806K Sell
10,933
-458
-4% -$33.1K 0.08% 100
2024
Q2 		$802K Sell
11,391
-949
-8% -$71.1K 0.09% 97
2024
Q1 		$939K Buy
12,340
+1,314
+12% +$85.2K 0.11% 87
2023
Q4 		$698K Sell
11,026
-696
-6% -$41.8K 0.09% 101
2023
Q3 		$708K Sell
11,722
-66
-0.6% -$4.21K 0.1% 93
2023
Q2 		$750K Buy
11,788
+953
+9% +$56.4K 0.1% 100
2023
Q1 		$677K Buy
10,835
+427
+4% +$27.2K 0.09% 104
2022
Q4 		$644K Sell
10,408
-463
-4% -$31.5K 0.09% 100
2022
Q3 		$758K Sell
10,871
-3,968
-27% -$322K 0.12% 96
2022
Q2 		$982K Sell
14,839
-832
-5% -$73.4K 0.17% 99
2022
Q1 		$1.23M Sell
15,671
-489
-3% -$34.3K 0.19% 78
2021
Q4 		$1.13M Buy
16,160
+773
+5% +$53.3K 0.17% 89
2021
Q3 		$1.03M Buy
15,387
+548
+4% +$38.2K 0.18% 92
2021
Q2 		$982K Buy
14,839
+901
+6% +$61.5K 0.17% 99
2021
Q1 		$958K Buy
13,938
+958
+7% +$60.7K 0.17% 88
2020
Q4 		$789K Buy
12,980
+299
+2% +$19.7K 0.15% 101
2020
Q3 		$800K Buy
12,681
+2,530
+25% +$169K 0.16% 87
2020
Q2 		$701K Buy
10,151
+911
+10% +$66.3K 0.16% 95
2020
Q1 		$643K Sell
9,240
-102
-1% -$7.33K 0.17% 84
2019
Q4 		$710K Buy
+9,342
New +$760K 0.15% 96

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Liberty One Investment Management's SWX Position: Q4 2025 in Review

Liberty One Investment Management sold out of Southwest Gas (SWX) in Q4 2025, closing a stake of 10,564 shares — an estimated $828K sold.

Liberty One Investment Management first reported a position in SWX in Q4 2019 and held it in 24 quarters. The position peaked at $1.23M in Q1 2022. 352 funds tracked by Wall St. Rank hold SWX as of Q4 2025.

  • Liberty One Investment Management reported no remaining Southwest Gas position as of Q4 2025 after selling out during the quarter.
  • Liberty One Investment Management sold 10,564 Southwest Gas shares in Q4 2025, an estimated $828K.
  • Liberty One Investment Management first reported a position in Southwest Gas in Q4 2019 and held it in 24 quarters.
  • Liberty One Investment Management's Southwest Gas position peaked at $1.23M in Q1 2022.
  • 352 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2025.

Based on Liberty One Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.