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NewEdge Advisors’s Southwest Gas SWX Stock Holding History

NewEdge Advisors’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 		$359K Buy
4,051
+667
+20% +$59.7K ﹤0.01% 2354
2026
Q1 		$294K Buy
3,384
+95
+3% +$8.1K ﹤0.01% 2350
2025
Q4 		$263K Buy
3,289
+95
+3% +$7.61K ﹤0.01% 2401
2025
Q3 		$250K Buy
3,194
+219
+7% +$17.1K ﹤0.01% 2290
2025
Q2 		$221K Buy
2,975
+37
+1% +$2.67K ﹤0.01% 2175
2025
Q1 		$211K Hold
2,938
– – ﹤0.01% 2072
2024
Q4 		$208K Sell
2,938
-100
-3% -$7.43K ﹤0.01% 2076
2024
Q3 		$224K Sell
3,038
-2,532
-45% -$183K ﹤0.01% 1948
2024
Q2 		$392K Buy
5,570
+5,520
+11,040% +$413K ﹤0.01% 1557
2024
Q1 		$3.84K Hold
50
– – ﹤0.01% 3230
2023
Q4 		$3.17K Sell
50
-309
-86% -$18.6K ﹤0.01% 3246
2023
Q3 		$21.7K Sell
359
-317
-47% -$20.2K ﹤0.01% 2361
2023
Q2 		$43K Sell
676
-332
-33% -$19.6K ﹤0.01% 2130
2023
Q1 		$62.9K Buy
1,008
+680
+207% +$43.3K ﹤0.01% 1904
2022
Q4 		$20.1K Buy
+328
New +$22.3K ﹤0.01% 2122

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

NewEdge Advisors's SWX Position: Q2 2026 in Review

NewEdge Advisors increased its Southwest Gas (SWX) stake by 20% in Q2 2026, buying an estimated $59.7K and bringing the position to 4,051 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

NewEdge Advisors first reported a position in SWX in Q4 2022 and has held it in 15 quarters since. The position peaked at $392K in Q2 2024. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • NewEdge Advisors held 4,051 shares of Southwest Gas worth $359K as of Q2 2026.
  • NewEdge Advisors bought 667 Southwest Gas shares in Q2 2026, an estimated $59.7K.
  • Southwest Gas made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2354 holding.
  • NewEdge Advisors first reported a position in Southwest Gas in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Southwest Gas position peaked at $392K in Q2 2024.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.