Raymond James Financial
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Raymond James Financial’s Southwest Gas SWX Stock Holding History

Raymond James Financial’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 		$6.93M Sell
79,703
-4,977
-6% -$424K ﹤0.01% 2328
2025
Q4 		$6.78M Sell
84,680
-28,872
-25% -$2.31M ﹤0.01% 2274
2025
Q3 		$8.9M Sell
113,552
-1,324
-1% -$103K ﹤0.01% 2015
2025
Q2 		$8.55M Buy
114,876
+18,501
+19% +$1.33M ﹤0.01% 1991
2025
Q1 		$6.92M Sell
96,375
-1,857
-2% -$137K ﹤0.01% 2087
2024
Q4 		$6.95M Buy
+98,232
New +$7.3M ﹤0.01% 2104

Other funds holding SWX

BlackRock
BlackRock New York $5.72T 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 $8.67B 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

Raymond James Financial's SWX Position: Q1 2026 in Review

Raymond James Financial reduced its Southwest Gas (SWX) stake by 5.9% in Q1 2026, selling an estimated $424K and leaving 79,703 shares worth $6.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

Raymond James Financial first reported a position in SWX in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.9M in Q3 2025. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Raymond James Financial held 79,703 shares of Southwest Gas worth $6.93M as of Q1 2026.
  • Raymond James Financial sold 4,977 Southwest Gas shares in Q1 2026, an estimated $424K.
  • Southwest Gas made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2328 holding.
  • Raymond James Financial first reported a position in Southwest Gas in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Southwest Gas position peaked at $8.9M in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.