OIM
SWX icon

Orca Investment Management’s Southwest Gas SWX Stock Holding History

Orca Investment 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
2025
Q4 		– Sell
-3,948
Closed -$309K – 59
2025
Q3 		$309K Sell
3,948
-1
-0% -$78 0.25% 55
2025
Q2 		$294K Hold
3,949
– – 0.27% 56
2025
Q1 		$284K Hold
3,949
– – 0.28% 55
2024
Q4 		$279K Buy
+3,949
New +$293K 0.26% 55

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Orca Investment Management's SWX Position: Q4 2025 in Review

Orca Investment Management sold out of Southwest Gas (SWX) in Q4 2025, closing a stake of 3,948 shares — an estimated $309K sold.

Orca Investment Management first reported a position in SWX in Q4 2024 and held it in 4 quarters. The position peaked at $309K in Q3 2025. 353 funds tracked by Wall St. Rank hold SWX as of Q4 2025.

  • Orca Investment Management reported no remaining Southwest Gas position as of Q4 2025 after selling out during the quarter.
  • Orca Investment Management sold 3,948 Southwest Gas shares in Q4 2025, an estimated $309K.
  • Orca Investment Management first reported a position in Southwest Gas in Q4 2024 and held it in 4 quarters.
  • Orca Investment Management's Southwest Gas position peaked at $309K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2025.

Based on Orca Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.