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Pinnacle Wealth Planning Services’s Southwest Gas SWX Stock Holding History

Pinnacle Wealth Planning Services’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 		$9.04K Hold
102
– – ﹤0.01% 2105
2026
Q1 		$8.86K Hold
102
– – ﹤0.01% 2055
2025
Q4 		$8.16K Buy
+102
New +$8.17K ﹤0.01% 2087

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

Pinnacle Wealth Planning Services's SWX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Southwest Gas (SWX) position steady in Q2 2026 at 102 shares worth $9.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Pinnacle Wealth Planning Services first reported a position in SWX in Q4 2025 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 102 shares of Southwest Gas worth $9.04K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Southwest Gas share count unchanged in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2105 holding.
  • Pinnacle Wealth Planning Services first reported a position in Southwest Gas in Q4 2025 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.