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Neo Ivy Capital Management’s Southwest Gas SWX Stock Holding History

Neo Ivy 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 		– Sell
-23,690
Closed -$2.06M – 492
2026
Q1 		$2.06M Buy
+23,690
New +$2.02M 0.54% 71
2023
Q4 		– Sell
-26,448
Closed -$1.6M – 438
2023
Q3 		$1.6M Buy
+26,448
New +$1.69M 0.7% 34
2022
Q4 		$895K Buy
+14,460
New +$983K 0.61% 35
2021
Q2 		– Sell
-694
Closed -$48K – 605
2021
Q1 		$48K Buy
+694
New +$44K 0.05% 333

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

Neo Ivy Capital Management's SWX Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of Southwest Gas (SWX) in Q2 2026, closing a stake of 23,690 shares — an estimated $2.06M sold.

Neo Ivy Capital Management first reported a position in SWX in Q1 2021 and held it in 4 quarters. The position peaked at $2.06M in Q1 2026. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Neo Ivy Capital Management reported no remaining Southwest Gas position as of Q2 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 23,690 Southwest Gas shares in Q2 2026, an estimated $2.06M.
  • Neo Ivy Capital Management first reported a position in Southwest Gas in Q1 2021 and held it in 4 quarters.
  • Neo Ivy Capital Management's Southwest Gas position peaked at $2.06M in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

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