Sound Income Strategies’s Southwest Gas SWX Stock Holding History

Sound Income Strategies’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	–	Sell	-260	Closed	-$22.8K	–	2176
2026 Q1	$22.8K	Hold	260	–	–	﹤0.01%	1126
2025 Q4	$22.4K	Hold	260	–	–	﹤0.01%	1107
2025 Q3	$20.6K	Hold	260	–	–	﹤0.01%	799
2025 Q2	$19.3K	Buy	+260	New	+$18.7K	﹤0.01%	752
2025 Q1	–	Sell	-3,000	Closed	-$212K	–	1613
2024 Q4	$212K	Hold	3,000	–	–	0.01%	240
2024 Q3	$221K	Hold	3,000	–	–	0.01%	234
2024 Q2	$211K	Hold	3,000	–	–	0.01%	219
2024 Q1	$228K	Hold	3,000	–	–	0.02%	199
2023 Q4	$190K	Hold	3,000	–	–	0.02%	199
2023 Q3	$181K	Hold	3,000	–	–	0.02%	159
2023 Q2	$191K	Hold	3,000	–	–	0.02%	152
2023 Q1	$187K	Hold	3,000	–	–	0.02%	151
2022 Q4	$186K	Buy	+3,000	New	+$204K	0.02%	144
2021 Q1	–	Sell	-2	Closed	–	–	1049
2020 Q4	$0	Hold	2	–	–	﹤0.01%	953
2020 Q3	$0	Hold	2	–	–	﹤0.01%	935
2020 Q2	$0	Hold	2	–	–	﹤0.01%	874
2020 Q1	$0	Hold	2	–	–	﹤0.01%	879
2019 Q4	$0	Hold	2	–	–	﹤0.01%	781
2019 Q3	$0	Hold	2	–	–	﹤0.01%	765
2019 Q2	$0	Hold	2	–	–	﹤0.01%	768
2019 Q1	$0	Hold	2	–	–	﹤0.01%	788
2018 Q4	$0	Hold	2	–	–	﹤0.01%	797
2018 Q3	$0	Hold	2	–	–	﹤0.01%	849
2018 Q2	$0	Hold	2	–	–	﹤0.01%	773
2018 Q1	$0	Hold	2	–	–	﹤0.01%	668
2017 Q4	$0	Buy	+2	New	+$162	﹤0.01%	578

Other funds holding SWX

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

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

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Sound Income Strategies's SWX Position: Q2 2026 in Review

Sound Income Strategies sold out of Southwest Gas (SWX) in Q2 2026, closing a stake of 260 shares — an estimated $22.8K sold.

Sound Income Strategies first reported a position in SWX in Q4 2017 and held it in 26 quarters. The position peaked at $228K in Q1 2024. 249 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Sound Income Strategies reported no remaining Southwest Gas position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 260 Southwest Gas shares in Q2 2026, an estimated $22.8K.
Sound Income Strategies first reported a position in Southwest Gas in Q4 2017 and held it in 26 quarters.
Sound Income Strategies's Southwest Gas position peaked at $228K in Q1 2024.
249 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.