Rockefeller Capital Management
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Rockefeller Capital Management’s Southwest Gas SWX Stock Holding History

Rockefeller Capital 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 		$326K Sell
3,679
-13
-0.4% -$1.16K ﹤0.01% 2318
2026
Q1 		$321K Buy
3,692
+1,294
+54% +$110K ﹤0.01% 2222
2025
Q4 		$192K Buy
2,398
+795
+50% +$63.7K ﹤0.01% 2401
2025
Q3 		$126K Buy
+1,603
New +$125K ﹤0.01% 2464
2023
Q1 		– Sell
-318
Closed -$19K – 3673
2022
Q4 		$19K Buy
318
+7
+2% +$476 ﹤0.01% 2831
2022
Q3 		$21K Sell
311
-10,894
-97% -$884K ﹤0.01% 2755
2022
Q2 		$975K Sell
11,205
-151
-1% -$13.3K 0.01% 1005
2022
Q1 		$889K Buy
11,356
+831
+8% +$58.2K ﹤0.01% 1093
2021
Q4 		$737K Buy
10,525
+10,427
+10,640% +$719K ﹤0.01% 1166
2021
Q3 		$6K Sell
98
-6
-6% -$419 ﹤0.01% 3124
2021
Q2 		$6K Buy
104
+24
+30% +$1.64K ﹤0.01% 2992
2021
Q1 		$5K Buy
80
+67
+515% +$4.25K ﹤0.01% 2910
2020
Q4 		$0 Buy
+13
New +$856 ﹤0.01% 3002
2020
Q3 		– Sell
-50
Closed -$3K – 2786
2020
Q2 		$3K Buy
50
+2
+4% +$145 ﹤0.01% 2262
2020
Q1 		$3K Buy
+48
New +$3.45K ﹤0.01% 2119
2019
Q2 		– Sell
-344
Closed -$28K – 1951
2019
Q1 		$28K Buy
344
+231
+204% +$18.5K ﹤0.01% 1113
2018
Q4 		$9K Hold
113
– – ﹤0.01% 723
2018
Q3 		$9K Hold
113
– – ﹤0.01% 602
2018
Q2 		$9K Buy
+113
New +$8.25K ﹤0.01% 624

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

Rockefeller Capital Management's SWX Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Southwest Gas (SWX) stake by 0.35% in Q2 2026, selling an estimated $1.16K and leaving 3,679 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Rockefeller Capital Management first reported a position in SWX in Q2 2018 and has held it in 19 quarters since. The position peaked at $975K in Q2 2022. 410 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Rockefeller Capital Management held 3,679 shares of Southwest Gas worth $326K as of Q2 2026.
  • Rockefeller Capital Management sold 13 Southwest Gas shares in Q2 2026, an estimated $1.16K.
  • Southwest Gas made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2318 holding.
  • Rockefeller Capital Management first reported a position in Southwest Gas in Q2 2018 and has held it in 19 quarters since.
  • Rockefeller Capital Management's Southwest Gas position peaked at $975K in Q2 2022.
  • 410 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.