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Sage Investment Counsel’s Southwest Gas SWX Stock Holding History

Sage Investment Counsel’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
-3,702
Closed -$266K – 132
2025
Q1 		$266K Sell
3,702
-150
-4% -$11.1K 0.34% 86
2024
Q4 		$272K Buy
+3,852
New +$286K 0.35% 84

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

Sage Investment Counsel's SWX Position: Q2 2025 in Review

Sage Investment Counsel sold out of Southwest Gas (SWX) in Q2 2025, closing a stake of 3,702 shares — an estimated $266K sold.

Sage Investment Counsel first reported a position in SWX in Q4 2024 and held it in 2 quarters. The position peaked at $272K in Q4 2024. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

  • Sage Investment Counsel reported no remaining Southwest Gas position as of Q2 2025 after selling out during the quarter.
  • Sage Investment Counsel sold 3,702 Southwest Gas shares in Q2 2025, an estimated $266K.
  • Sage Investment Counsel first reported a position in Southwest Gas in Q4 2024 and held it in 2 quarters.
  • Sage Investment Counsel's Southwest Gas position peaked at $272K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on Sage Investment Counsel's 13F filing for Q2 2025, filed 22 Jul 2025.