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Richards, Merrill & Peterson’s Southwest Gas SWX Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-138
Closed -$9.91K – 445
2025
Q1 		$9.91K Hold
138
– – 0.01% 397
2024
Q4 		$9.76K Buy
+138
New +$10.3K 0.01% 381

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Richards, Merrill & Peterson's SWX Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Southwest Gas (SWX) in Q2 2025, closing a stake of 138 shares — an estimated $9.91K sold.

Richards, Merrill & Peterson first reported a position in SWX in Q4 2024 and held it in 2 quarters. The position peaked at $9.91K in Q1 2025. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Southwest Gas position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 138 Southwest Gas shares in Q2 2025, an estimated $9.91K.
  • Richards, Merrill & Peterson first reported a position in Southwest Gas in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Southwest Gas position peaked at $9.91K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.