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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
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