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MAI Capital Management’s Southwest Gas SWX Stock Holding History

MAI Capital 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 		$313K Buy
3,527
+1,346
+62% +$120K ﹤0.01% 1561
2026
Q1 		$190K Buy
2,181
+560
+35% +$47.7K ﹤0.01% 1491
2025
Q4 		$130K Sell
1,621
-26
-2% -$2.08K ﹤0.01% 1505
2025
Q3 		$129K Sell
1,647
-39
-2% -$3.04K ﹤0.01% 1440
2025
Q2 		$125K Buy
1,686
+278
+20% +$20K ﹤0.01% 1383
2025
Q1 		$101K Buy
1,408
+8
+0.6% +$592 ﹤0.01% 1405
2024
Q4 		$99K Buy
+1,400
New +$104K ﹤0.01% 1446

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

MAI Capital Management's SWX Position: Q2 2026 in Review

MAI Capital Management increased its Southwest Gas (SWX) stake by 62% in Q2 2026, buying an estimated $120K and bringing the position to 3,527 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

MAI Capital Management first reported a position in SWX in Q4 2024 and has held it in 7 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • MAI Capital Management held 3,527 shares of Southwest Gas worth $313K as of Q2 2026.
  • MAI Capital Management bought 1,346 Southwest Gas shares in Q2 2026, an estimated $120K.
  • Southwest Gas made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1561 holding.
  • MAI Capital Management first reported a position in Southwest Gas in Q4 2024 and has held it in 7 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.