Neuberger Berman Group

Neuberger Berman Group’s Southwest Gas SWX Stock Holding History

Neuberger Berman Group’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 Q1	$37.1M	Buy	427,037 +56,540	+15%	+$4.82M	0.03%	531
2025 Q4	$29.6M	Buy	370,497 +127,133	+52%	+$10.2M	0.02%	574
2025 Q3	$19.1M	Buy	243,364 +8,701	+4%	+$678K	0.01%	678
2025 Q2	$17.5M	Sell	234,663 -15,386	-6%	-$1.11M	0.01%	676
2025 Q1	$18M	Buy	250,049 +78,678	+46%	+$5.83M	0.02%	654
2024 Q4	$12.1M	Buy	171,371 +65,796	+62%	+$4.89M	0.01%	763
2024 Q3	$7.79M	Buy	105,575 +40,672	+63%	+$2.94M	0.01%	848
2024 Q2	$4.57M	Buy	64,903 +262	+0.4%	+$19.6K	﹤0.01%	931
2024 Q1	$4.92M	Buy	+64,641	New	+$4.19M	﹤0.01%	928
2017 Q4	–	Sell	-7,016	Closed	-$545K	–	1814
2017 Q3	$545K	Buy	7,016 +170	+2%	+$13.5K	﹤0.01%	1284
2017 Q2	$500K	Buy	6,846 +3,753	+121%	+$300K	﹤0.01%	1316
2017 Q1	$256K	Buy	3,093 +13	+0.4%	+$1.06K	﹤0.01%	1463
2016 Q4	$236K	Buy	3,080 +65	+2%	+$4.69K	﹤0.01%	1484
2016 Q3	$211K	Buy	+3,015	New	+$222K	﹤0.01%	1503
2014 Q3	–	Sell	-5,447	Closed	-$288K	–	1702
2014 Q2	$288K	Buy	+5,447	New	+$289K	﹤0.01%	1514

Other funds holding SWX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return