SOAMC
SWX icon

Spirit of America Management Corp’s Southwest Gas SWX Stock Holding History

Spirit of America Management 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
Q2 		$479K Buy
5,400
+600
+13% +$53.7K 0.09% 189
2026
Q1 		$417K Buy
4,800
+600
+14% +$51.2K 0.08% 190
2025
Q4 		$336K Buy
4,200
+750
+22% +$60.1K 0.07% 204
2025
Q3 		$270K Hold
3,450
– – 0.05% 233
2025
Q2 		$257K Buy
3,450
+300
+10% +$21.6K 0.05% 236
2025
Q1 		$226K Hold
3,150
– – 0.05% 237
2024
Q4 		$223K Buy
3,150
+500
+19% +$37.2K 0.05% 229
2024
Q3 		$195K Buy
2,650
+250
+10% +$18.1K 0.04% 237
2024
Q2 		$169K Hold
2,400
– – 0.03% 235
2024
Q1 		$183K Buy
2,400
+250
+12% +$16.2K 0.04% 222
2023
Q4 		$136K Hold
2,150
– – 0.03% 232
2023
Q3 		$130K Hold
2,150
– – 0.03% 207
2023
Q2 		$137K Buy
2,150
+1,650
+330% +$97.6K 0.03% 203
2023
Q1 		$31.2K Buy
+500
New +$31.9K 0.01% 228

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Spirit of America Management Corp's SWX Position: Q2 2026 in Review

Spirit of America Management Corp increased its Southwest Gas (SWX) stake by 13% in Q2 2026, buying an estimated $53.7K and bringing the position to 5,400 shares worth $479K. The position accounts for 0.09% of the portfolio, ranked #189.

Spirit of America Management Corp first reported a position in SWX in Q1 2023 and has held it in 14 quarters since. 182 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Spirit of America Management Corp held 5,400 shares of Southwest Gas worth $479K as of Q2 2026.
  • Spirit of America Management Corp bought 600 Southwest Gas shares in Q2 2026, an estimated $53.7K.
  • Southwest Gas made up 0.09% of Spirit of America Management Corp's portfolio in Q2 2026, its #189 holding.
  • Spirit of America Management Corp first reported a position in Southwest Gas in Q1 2023 and has held it in 14 quarters since.
  • 182 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.