Mackenzie Financial
SWX icon

Mackenzie Financial’s Southwest Gas SWX Stock Holding History

Mackenzie Financial’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
Q3 		$872K Buy
+10,689
New +$954K ﹤0.01% 1223
2026
Q1 		– Sell
-4,127
Closed -$332K – 1740
2025
Q4 		$332K Sell
4,127
-35,477
-90% -$2.84M ﹤0.01% 1341
2025
Q3 		$3.1M Buy
39,604
+6,096
+18% +$475K ﹤0.01% 721
2025
Q2 		$2.49M Buy
33,508
+19,507
+139% +$1.41M ﹤0.01% 740
2025
Q1 		$1.01M Buy
14,001
+4,129
+42% +$306K ﹤0.01% 981
2024
Q4 		$698K Buy
9,872
+4,290
+77% +$319K ﹤0.01% 1042
2024
Q3 		$412K Buy
5,582
+1,516
+37% +$110K ﹤0.01% 1076
2024
Q2 		$286K Hold
4,066
– – ﹤0.01% 1183
2024
Q1 		$310K Sell
4,066
-165
-4% -$10.7K ﹤0.01% 1163
2023
Q4 		$268K Hold
4,231
– – ﹤0.01% 1203
2023
Q3 		$251K Hold
4,231
– – ﹤0.01% 1202
2023
Q2 		$270K Buy
4,231
+165
+4% +$9.8K ﹤0.01% 1206
2023
Q1 		$254K Sell
4,066
-6,295
-61% -$401K ﹤0.01% 1252
2022
Q4 		$641K Buy
10,361
+6,080
+142% +$413K ﹤0.01% 854
2022
Q3 		$299K Sell
4,281
-314
-7% -$25.5K ﹤0.01% 1087
2022
Q2 		$400K Buy
4,595
+1,170
+34% +$103K ﹤0.01% 989
2022
Q1 		$268K Buy
3,425
+232
+7% +$16.3K ﹤0.01% 1169
2021
Q4 		$224K Sell
3,193
-209
-6% -$14.4K ﹤0.01% 1286
2021
Q3 		$228K Buy
+3,402
New +$237K ﹤0.01% 1260
2020
Q2 		– Sell
-2,900
Closed -$202K – 1123
2020
Q1 		$202K Buy
+2,900
New +$208K ﹤0.01% 979

Other funds holding SWX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Mackenzie Financial's SWX Position: Q3 2026 in Review

Mackenzie Financial opened a new position in Southwest Gas (SWX) in Q3 2026: 10,689 shares worth $872K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in SWX as recently as Q4 2025.

Mackenzie Financial first reported a position in SWX in Q1 2020 and has held it in 20 quarters since. The position peaked at $3.1M in Q3 2025. 233 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • Mackenzie Financial held 10,689 shares of Southwest Gas worth $872K as of Q3 2026.
  • Southwest Gas was a new Mackenzie Financial position in Q3 2026.
  • Southwest Gas made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1223 holding.
  • Mackenzie Financial first reported a position in Southwest Gas in Q1 2020 and has held it in 20 quarters since.
  • Mackenzie Financial's Southwest Gas position peaked at $3.1M in Q3 2025.
  • 233 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.