PAG
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Private Advisor Group’s Southwest Gas SWX Stock Holding History

Private Advisor Group’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
Q1 		$385K Buy
+4,426
New +$377K ﹤0.01% 2026
2025
Q4 		– Sell
-4,290
Closed -$336K – 2761
2025
Q3 		$336K Buy
4,290
+4
+0.1% +$312 ﹤0.01% 2010
2025
Q2 		$319K Buy
4,286
+8
+0.2% +$577 ﹤0.01% 1948
2025
Q1 		$307K Buy
+4,278
New +$317K ﹤0.01% 1860
2020
Q3 		– Sell
-911
Closed -$63K – 3202
2020
Q2 		$63K Buy
+911
New +$66.3K ﹤0.01% 1970
2019
Q4 		– Sell
-6,833
Closed -$603K – 1736
2019
Q3 		$603K Buy
6,833
+4,554
+200% +$409K 0.01% 997
2019
Q2 		$204K Buy
+2,279
New +$194K ﹤0.01% 1506

Other funds holding SWX

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return