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NBC Securities’s Southwest Gas SWX Stock Holding History

NBC Securities’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 		$500K Sell
5,641
-38
-0.7% -$3.4K 0.03% 523
2026
Q1 		$494K Sell
5,679
-61
-1% -$5.2K 0.04% 514
2025
Q4 		$459K Sell
5,740
-118
-2% -$9.45K 0.03% 525
2025
Q3 		$459K Sell
5,858
-30
-0.5% -$2.34K 0.04% 536
2025
Q2 		$438K Hold
5,888
– – 0.04% 537
2025
Q1 		$422K Buy
5,888
+5,883
+117,660% +$436K 0.04% 509
2024
Q4 		$391 Sell
5
-4,302
-100% -$320K 0.04% 530
2024
Q3 		$317K Sell
4,307
-31
-0.7% -$2.24K 0.03% 629
2024
Q2 		$305K Buy
4,338
+718
+20% +$53.8K 0.03% 603
2024
Q1 		$275K Buy
3,620
+20
+0.6% +$1.3K 0.03% 633
2023
Q4 		$228K Sell
3,600
-33
-0.9% -$1.98K 0.02% 681
2023
Q3 		$219K Buy
+3,633
New +$232K 0.02% 651

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

NBC Securities's SWX Position: Q2 2026 in Review

NBC Securities reduced its Southwest Gas (SWX) stake by 0.67% in Q2 2026, selling an estimated $3.4K and leaving 5,641 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #523.

NBC Securities first reported a position in SWX in Q3 2023 and has held it in 12 quarters since. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • NBC Securities held 5,641 shares of Southwest Gas worth $500K as of Q2 2026.
  • NBC Securities sold 38 Southwest Gas shares in Q2 2026, an estimated $3.4K.
  • Southwest Gas made up 0.03% of NBC Securities's portfolio in Q2 2026, its #523 holding.
  • NBC Securities first reported a position in Southwest Gas in Q3 2023 and has held it in 12 quarters since.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.