Prism Planning Partners
SWX icon

Prism Planning Partners’s Southwest Gas SWX Stock Holding History

Prism Planning Partners’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
Q3 		$320K Buy
+3,923
New +$350K 0.3% 28

Other funds holding SWX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Prism Planning Partners's SWX Position: Q3 2026 in Review

Prism Planning Partners opened a new position in Southwest Gas (SWX) in Q3 2026: 3,923 shares worth $320K. The stake represents 0.3% of the portfolio and ranks #28 among its holdings.

328 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • Prism Planning Partners held 3,923 shares of Southwest Gas worth $320K as of Q3 2026.
  • Southwest Gas was a new Prism Planning Partners position in Q3 2026.
  • Southwest Gas made up 0.3% of Prism Planning Partners's portfolio in Q3 2026, its #28 holding.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.