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River Road Asset Management’s Southwest Gas SWX Stock Holding History

River Road Asset Management’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
Q2 		$76.7M Sell
865,242
-38,508
-4% -$3.45M 0.85% 45
2026
Q1 		$78.5M Sell
903,750
-23,513
-3% -$2M 0.89% 41
2025
Q4 		$74.2M Sell
927,263
-176,935
-16% -$14.2M 0.81% 45
2025
Q3 		$86.5M Sell
1,104,198
-12,586
-1% -$981K 0.97% 35
2025
Q2 		$87.3M Sell
1,116,784
-16,998
-1% -$1.23M 1.11% 27
2025
Q1 		$81.4M Sell
1,133,782
-21,467
-2% -$1.59M 1.11% 26
2024
Q4 		$81.7M Sell
1,155,249
-16,877
-1% -$1.25M 1.09% 30
2024
Q3 		$86.5M Buy
1,172,126
+357
+0% +$25.8K 1.13% 24
2024
Q2 		$82.5M Buy
1,171,769
+12,595
+1% +$943K 1.18% 23
2024
Q1 		$88.2M Sell
1,159,174
-23,875
-2% -$1.55M 1.19% 28
2023
Q4 		$74.9M Buy
1,183,049
+7,143
+0.6% +$429K 1.04% 31
2023
Q3 		$71M Buy
1,175,906
+727
+0.1% +$46.4K 1.01% 30
2023
Q2 		$74.8M Buy
1,175,179
+38,025
+3% +$2.25M 1.03% 32
2023
Q1 		$71M Buy
1,137,154
+286,654
+34% +$18.3M 0.97% 34
2022
Q4 		$52.6M Buy
850,500
+734,161
+631% +$49.9M 0.72% 54
2022
Q3 		$8.12M Sell
116,339
-42,572
-27% -$3.45M 0.12% 133
2022
Q2 		$13.8M Sell
158,911
-198,667
-56% -$17.5M 0.19% 114
2022
Q1 		$28M Sell
357,578
-2,583
-0.7% -$181K 0.31% 87
2021
Q4 		$25.2M Sell
360,161
-5,197
-1% -$358K 0.27% 98
2021
Q3 		$24.4M Buy
365,358
+1,700
+0.5% +$119K 0.27% 97
2021
Q2 		$24.1M Buy
363,658
+96,878
+36% +$6.61M 0.26% 98
2021
Q1 		$18.3M Buy
+266,780
New +$16.9M 0.22% 99

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

River Road Asset Management's SWX Position: Q2 2026 in Review

River Road Asset Management reduced its Southwest Gas (SWX) stake by 4.3% in Q2 2026, selling an estimated $3.45M and leaving 865,242 shares worth $76.7M. The position accounts for 0.85% of the portfolio, ranked #45.

River Road Asset Management first reported a position in SWX in Q1 2021 and has held it in 22 quarters since. The position peaked at $88.2M in Q1 2024. 410 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • River Road Asset Management held 865,242 shares of Southwest Gas worth $76.7M as of Q2 2026.
  • River Road Asset Management sold 38,508 Southwest Gas shares in Q2 2026, an estimated $3.45M.
  • Southwest Gas made up 0.85% of River Road Asset Management's portfolio in Q2 2026, its #45 holding.
  • River Road Asset Management first reported a position in Southwest Gas in Q1 2021 and has held it in 22 quarters since.
  • River Road Asset Management's Southwest Gas position peaked at $88.2M in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on River Road Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.