SWM
SWX icon

Spire Wealth Management’s Southwest Gas SWX Stock Holding History

Spire Wealth Management’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
-335
Closed -$24K – 2555
2025
Q1 		$24K Hold
335
– – ﹤0.01% 1547
2024
Q4 		$23.7K Hold
335
– – ﹤0.01% 1567
2024
Q3 		$24.7K Hold
335
– – ﹤0.01% 1373
2024
Q2 		$23.6K Buy
+335
New +$25.1K ﹤0.01% 1384
2023
Q4 		– Sell
-150
Closed -$9.06K – 2460
2023
Q3 		$9.06K Hold
150
– – ﹤0.01% 1760
2023
Q2 		$9.55K Sell
150
-5
-3% -$296 ﹤0.01% 1834
2023
Q1 		$9.68K Sell
155
-145
-48% -$9.24K ﹤0.01% 1858
2022
Q4 		$19K Hold
300
– – ﹤0.01% 1396
2022
Q3 		$21K Buy
+300
New +$24.3K ﹤0.01% 1320

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Spire Wealth Management's SWX Position: Q2 2025 in Review

Spire Wealth Management sold out of Southwest Gas (SWX) in Q2 2025, closing a stake of 335 shares — an estimated $24K sold.

Spire Wealth Management first reported a position in SWX in Q3 2022 and held it in 9 quarters. The position peaked at $24.7K in Q3 2024. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

  • Spire Wealth Management reported no remaining Southwest Gas position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 335 Southwest Gas shares in Q2 2025, an estimated $24K.
  • Spire Wealth Management first reported a position in Southwest Gas in Q3 2022 and held it in 9 quarters.
  • Spire Wealth Management's Southwest Gas position peaked at $24.7K in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.