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Summit Financial’s Southwest Gas SWX Stock Holding History

Summit Financial’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 		$369K Buy
+4,247
New +$362K ﹤0.01% 1095

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B 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

Summit Financial's SWX Position: Q1 2026 in Review

Summit Financial opened a new position in Southwest Gas (SWX) in Q1 2026: 4,247 shares worth $369K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings.

396 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Summit Financial held 4,247 shares of Southwest Gas worth $369K as of Q1 2026.
  • Southwest Gas was a new Summit Financial position in Q1 2026.
  • Southwest Gas made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1095 holding.
  • 396 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.