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Principal Securities’s Southwest Gas SWX Stock Holding History

Principal Securities’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
-70
Closed -$5.48K – 3265
2025
Q3 		$5.48K Hold
70
– – ﹤0.01% 2932
2025
Q2 		$5.21K Sell
70
-2
-3% -$144 ﹤0.01% 2853
2025
Q1 		$5.09K Hold
72
– – ﹤0.01% 2767
2024
Q4 		$5.09K Buy
72
+41
+132% +$3.05K ﹤0.01% 2764
2024
Q3 		$2.29K Sell
31
-110
-78% -$7.95K ﹤0.01% 2913
2024
Q2 		$9.92K Buy
141
+6
+4% +$449 ﹤0.01% 2402
2024
Q1 		$10.3K Sell
135
-78
-37% -$5.05K ﹤0.01% 2321
2023
Q4 		$13.5K Buy
+213
New +$12.8K ﹤0.01% 2115

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 $3.38T AUM 44.17% 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

Principal Securities's SWX Position: Q4 2025 in Review

Principal Securities sold out of Southwest Gas (SWX) in Q4 2025, closing a stake of 70 shares — an estimated $5.48K sold.

Principal Securities first reported a position in SWX in Q4 2023 and held it in 8 quarters. The position peaked at $13.5K in Q4 2023. 353 funds tracked by Wall St. Rank hold SWX as of Q4 2025.

  • Principal Securities reported no remaining Southwest Gas position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 70 Southwest Gas shares in Q4 2025, an estimated $5.48K.
  • Principal Securities first reported a position in Southwest Gas in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Southwest Gas position peaked at $13.5K in Q4 2023.
  • 353 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.