SGI
SWX icon

Summit Global Investments’s Southwest Gas SWX Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-8,420
Closed -$626K – 546
2025
Q2 		$626K Sell
8,420
-235
-3% -$16.9K 0.04% 268
2025
Q1 		$621K Sell
8,655
-7,235
-46% -$536K 0.05% 259
2024
Q4 		$1.12M Sell
15,890
-2,400
-13% -$178K 0.07% 192
2024
Q3 		$1.35M Buy
+18,290
New +$1.32M 0.09% 191
2021
Q1 		– Sell
-7,800
Closed -$474K – 571
2020
Q4 		$474K Buy
7,800
+300
+4% +$19.8K 0.05% 205
2020
Q3 		$473K Sell
7,500
-890
-11% -$59.5K 0.05% 187
2020
Q2 		$579K Sell
8,390
-5,300
-39% -$386K 0.07% 180
2020
Q1 		$952K Buy
13,690
+800
+6% +$57.5K 0.14% 87
2019
Q4 		$979K Buy
12,890
+3,235
+34% +$263K 0.11% 128
2019
Q3 		$879K Buy
9,655
+1,155
+14% +$104K 0.1% 152
2019
Q2 		$762K Buy
8,500
+200
+2% +$17K 0.1% 154
2019
Q1 		$683K Hold
8,300
– – 0.09% 186
2018
Q4 		$635K Buy
+8,300
New +$666K 0.1% 187

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Summit Global Investments's SWX Position: Q3 2025 in Review

Summit Global Investments sold out of Southwest Gas (SWX) in Q3 2025, closing a stake of 8,420 shares — an estimated $626K sold.

Summit Global Investments first reported a position in SWX in Q4 2018 and held it in 13 quarters. The position peaked at $1.35M in Q3 2024. 334 funds tracked by Wall St. Rank hold SWX as of Q3 2025.

  • Summit Global Investments reported no remaining Southwest Gas position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 8,420 Southwest Gas shares in Q3 2025, an estimated $626K.
  • Summit Global Investments first reported a position in Southwest Gas in Q4 2018 and held it in 13 quarters.
  • Summit Global Investments's Southwest Gas position peaked at $1.35M in Q3 2024.
  • 334 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.