MAM
SWX icon

Magellan Asset Management’s Southwest Gas SWX Stock Holding History

Magellan Asset 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 		$6.83M Buy
+77,010
New +$6.89M 0.15% 59
2020
Q2 		– Sell
-39,895
Closed -$2.77M – 78
2020
Q1 		$2.77M Sell
39,895
-1,897
-5% -$136K 0.01% 48
2019
Q4 		$3.17M Hold
41,792
– – 0.01% 52
2019
Q3 		$3.81M Buy
41,792
+216
+0.5% +$19.4K 0.01% 49
2019
Q2 		$3.73M Sell
41,576
-339,504
-89% -$28.8M 0.01% 50
2019
Q1 		$31.3M Buy
381,080
+9,645
+3% +$771K 0.1% 29
2018
Q4 		$28.4M Buy
371,435
+331,328
+826% +$26.6M 0.1% 27
2018
Q3 		$3.17M Buy
40,107
+2,705
+7% +$214K 0.01% 47
2018
Q2 		$2.85M Buy
37,402
+3,406
+10% +$249K 0.01% 47
2018
Q1 		$2.3M Buy
33,996
+3,146
+10% +$224K 0.01% 53
2017
Q4 		$2.48M Sell
30,850
-1,200
-4% -$97.4K 0.01% 50
2017
Q3 		$2.49M Hold
32,050
– – 0.01% 53
2017
Q2 		$2.34M Buy
32,050
+2,174
+7% +$174K 0.01% 54
2017
Q1 		$2M Sell
29,876
-7,294
-20% -$595K 0.01% 58
2016
Q4 		$2.85M Buy
37,170
+1,741
+5% +$126K 0.01% 53
2016
Q3 		$2.48M Sell
35,429
-336
-0.9% -$24.8K 0.01% 53
2016
Q2 		$2.81M Sell
35,765
-1,264
-3% -$87.3K 0.02% 52
2016
Q1 		$2.44M Sell
37,029
-1,009
-3% -$60.8K 0.01% 53
2015
Q4 		$2.1M Sell
38,038
-86,333
-69% -$4.93M 0.01% 53
2015
Q3 		$7.25M Buy
124,371
+16,081
+15% +$889K 0.05% 38
2015
Q2 		$5.76M Buy
108,290
+6,420
+6% +$352K 0.04% 41
2015
Q1 		$5.93M Sell
101,870
-2,053
-2% -$121K 0.04% 41
2014
Q4 		$6.42M Sell
103,923
-198,416
-66% -$11.3M 0.05% 42
2014
Q3 		$14.7M Sell
302,339
-74,098
-20% -$3.78M 0.12% 35
2014
Q2 		$19.9M Sell
376,437
-324
-0.1% -$17.2K 0.15% 31
2014
Q1 		$20.1M Buy
376,761
+2,989
+0.8% +$160K 0.16% 32
2013
Q4 		$20.9M Sell
373,772
-30,332
-8% -$1.6M 0.17% 31
2013
Q3 		$20.2M Sell
404,104
-8,557
-2% -$415K 0.22% 33
2013
Q2 		$19.3M Buy
+412,661
New +$20.1M 0.22% 34

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

Magellan Asset Management's SWX Position: Q2 2026 in Review

Magellan Asset Management opened a new position in Southwest Gas (SWX) in Q2 2026: 77,010 shares worth $6.83M. The stake represents 0.15% of the portfolio and ranks #59 among its holdings. This is a return to the name: Magellan Asset Management previously reported a position in SWX as recently as Q1 2020.

Magellan Asset Management first reported a position in SWX in Q2 2013 and has held it in 29 quarters since. The position peaked at $31.3M in Q1 2019. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Magellan Asset Management held 77,010 shares of Southwest Gas worth $6.83M as of Q2 2026.
  • Southwest Gas was a new Magellan Asset Management position in Q2 2026.
  • Southwest Gas made up 0.15% of Magellan Asset Management's portfolio in Q2 2026, its #59 holding.
  • Magellan Asset Management first reported a position in Southwest Gas in Q2 2013 and has held it in 29 quarters since.
  • Magellan Asset Management's Southwest Gas position peaked at $31.3M in Q1 2019.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Magellan Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.