Sagefield Capital’s Southwest Gas SWX Stock Holding History

Sagefield Capital’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	$4.98M	Buy	+56,152	New	+$5.02M	0.37%	80
2024 Q2	–	Sell	-27,767	Closed	-$2.11M	–	101
2024 Q1	$2.11M	Sell	27,767 -76,174	-73%	-$4.94M	0.26%	64
2023 Q4	$6.58M	Buy	103,941 +23,544	+29%	+$1.42M	0.85%	26
2023 Q3	$4.86M	Buy	80,397 +20,770	+35%	+$1.32M	0.68%	38
2023 Q2	$3.8M	Buy	59,627 +15,874	+36%	+$939K	0.81%	35
2023 Q1	$2.73M	Buy	43,753 +24,533	+128%	+$1.56M	0.63%	37
2022 Q4	$1.19M	Buy	+19,220	New	+$1.31M	0.3%	55

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Sagefield Capital's SWX Position: Q2 2026 in Review

Sagefield Capital opened a new position in Southwest Gas (SWX) in Q2 2026: 56,152 shares worth $4.98M. The stake represents 0.37% of the portfolio and ranks #80 among its holdings. This is a return to the name: Sagefield Capital previously reported a position in SWX as recently as Q1 2024.

Sagefield Capital first reported a position in SWX in Q4 2022 and has held it in 7 quarters since. The position peaked at $6.58M in Q4 2023. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Sagefield Capital held 56,152 shares of Southwest Gas worth $4.98M as of Q2 2026.
Southwest Gas was a new Sagefield Capital position in Q2 2026.
Southwest Gas made up 0.37% of Sagefield Capital's portfolio in Q2 2026, its #80 holding.
Sagefield Capital first reported a position in Southwest Gas in Q4 2022 and has held it in 7 quarters since.
Sagefield Capital's Southwest Gas position peaked at $6.58M in Q4 2023.
412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Sagefield Capital's 13F filing for Q2 2026, filed 14 Aug 2026.