Stephens Consulting’s Southwest Gas SWX Stock Holding History

Stephens Consulting’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	-20	Closed	-$1.44K	–	1912
2025 Q1	$1.44K	Buy	+20	New	+$1.48K	﹤0.01%	523

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Stephens Consulting's SWX Position: Q2 2025 in Review

Stephens Consulting sold out of Southwest Gas (SWX) in Q2 2025, closing a stake of 20 shares — an estimated $1.44K sold.

Stephens Consulting first reported a position in SWX in Q1 2025 and held it in 1 quarter. The position peaked at $1.44K in Q1 2025. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

Stephens Consulting reported no remaining Southwest Gas position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 20 Southwest Gas shares in Q2 2025, an estimated $1.44K.
Stephens Consulting first reported a position in Southwest Gas in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Southwest Gas position peaked at $1.44K in Q1 2025.
328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.