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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 $5.7T AUM 30.48% 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 $8.55B AUM 29.29% 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
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return