SouthState Corp’s Southwest Gas SWX Stock Holding History

SouthState Corp’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 Q1	$35.3K	Hold	406	–	–	﹤0.01%	500
2025 Q4	$32.5K	Hold	406	–	–	﹤0.01%	503
2025 Q3	$31.8K	Hold	406	–	–	﹤0.01%	512
2025 Q2	$30.2K	Hold	406	–	–	﹤0.01%	573
2025 Q1	$29.2K	Hold	406	–	–	﹤0.01%	620
2024 Q4	$28.7K	Hold	406	–	–	﹤0.01%	403
2024 Q3	$29.9K	Hold	406	–	–	﹤0.01%	405
2024 Q2	$28.6K	Hold	406	–	–	﹤0.01%	418
2024 Q1	$30.9K	Hold	406	–	–	﹤0.01%	417
2023 Q4	$25.7K	Hold	406	–	–	﹤0.01%	401
2023 Q3	$24.5K	Hold	406	–	–	﹤0.01%	390
2023 Q2	$25.8K	Hold	406	–	–	﹤0.01%	392
2023 Q1	$25.4K	Hold	406	–	–	﹤0.01%	420
2022 Q4	$25.1K	Hold	406	–	–	﹤0.01%	442
2022 Q3	$28K	Hold	406	–	–	﹤0.01%	432
2022 Q2	$35K	Hold	406	–	–	﹤0.01%	445
2022 Q1	$32K	Hold	406	–	–	﹤0.01%	484
2021 Q4	$28K	Hold	406	–	–	﹤0.01%	470
2021 Q3	$27K	Buy	+406	New	+$28.3K	﹤0.01%	418

Other funds holding SWX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return