Simplex Trading
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Simplex Trading’s Southwest Gas SWX Stock Holding History

Simplex Trading’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
2024
Q1 		– Sell
-200
Closed -$12K – 9861
2023
Q4 		$12K Sell
200
-100
-33% -$6.01K ﹤0.01% 7322
2023
Q3 		$18K Sell
300
-100
-25% -$6.38K ﹤0.01% 6721
2023
Q2 		$25K Buy
400
+200
+100% +$11.8K ﹤0.01% 6556
2023
Q1 		$12K Sell
200
-100
-33% -$6.37K ﹤0.01% 7403
2022
Q4 		$18K Hold
300
– – ﹤0.01% 6993
2022
Q3 		$20K Sell
300
-600
-67% -$48.7K ﹤0.01% 7538
2022
Q2 		$78K Sell
900
-2,700
-75% -$238K ﹤0.01% 5915
2022
Q1 		$281K Buy
+3,600
New +$252K ﹤0.01% 4642
2020
Q1 		– Sell
-39
Closed -$296K – 8243
2019
Q4 		$296K Buy
+39
New +$3.17K ﹤0.01% 3302

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Simplex Trading's SWX Position: Q3 2025 in Review

Simplex Trading sold out of Southwest Gas (SWX) in Q3 2025, closing a stake of 496 shares — an estimated $36K sold.

Simplex Trading first reported a position in SWX in Q2 2022 and held it in 8 quarters. The position peaked at $121K in Q2 2022. 334 funds tracked by Wall St. Rank hold SWX as of Q3 2025.

  • Simplex Trading reported no remaining Southwest Gas position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 496 Southwest Gas shares in Q3 2025, an estimated $36K.
  • Simplex Trading first reported a position in Southwest Gas in Q2 2022 and held it in 8 quarters.
  • Simplex Trading's Southwest Gas position peaked at $121K in Q2 2022.
  • 334 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.