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OTPPB
Ontario Teachers' Pension Plan Board’s
Southwest Gas
SWX
Stock Holding History
Ontario Teachers' Pension Plan Board’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
–
Sell
-17,187
Closed
-$1.38M
–
186
2025
Q4
$1.38M
Sell
17,187
-87,915
-84%
-$7.04M
0.03%
129
2025
Q3
$8.23M
Sell
105,102
-1,925
-2%
-$150K
0.19%
39
2025
Q2
$7.96M
Buy
107,027
+36,531
+52%
+$2.63M
0.16%
35
2025
Q1
$5.06M
Buy
70,496
+5,810
+9%
+$430K
0.08%
47
2024
Q4
$4.57M
Buy
64,686
+8,816
+16%
+$655K
0.06%
42
2024
Q3
$4.12M
Sell
55,870
-56,521
-50%
-$4.08M
0.04%
39
2024
Q2
$7.91M
Buy
+112,391
New
+$8.42M
0.08%
39
2021
Q2
–
Sell
-14,669
Closed
-$1.01M
–
503
2021
Q1
$1.01M
Sell
14,669
-7,585
-34%
-$481K
0.01%
137
2020
Q4
$1.35M
Buy
+22,254
New
+$1.47M
0.02%
135
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$5.7T AUM
30.48%
1-Year Est. Return
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
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Adage Capital Partners
Boston, Massachusetts
$64.8B AUM
42.7%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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