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Tidal Investments’s Southwest Gas SWX Stock Holding History

Tidal 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
2026
Q1 		$283K Buy
+3,251
New +$277K ﹤0.01% 2065
2024
Q4 		– Sell
-10,779
Closed -$795K – 1985
2024
Q3 		$795K Buy
10,779
+3,550
+49% +$257K 0.01% 1123
2024
Q2 		$509K Buy
+7,229
New +$541K 0.01% 1301
2023
Q4 		– Sell
-6,746
Closed -$408K – 1516
2023
Q3 		$408K Buy
6,746
+12
+0.2% +$766 0.01% 937
2023
Q2 		$429K Buy
+6,734
New +$398K 0.01% 897

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

Tidal Investments's SWX Position: Q1 2026 in Review

Tidal Investments opened a new position in Southwest Gas (SWX) in Q1 2026: 3,251 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #2065 among its holdings. This is a return to the name: Tidal Investments previously reported a position in SWX as recently as Q3 2024.

Tidal Investments first reported a position in SWX in Q2 2023 and has held it in 5 quarters since. The position peaked at $795K in Q3 2024. 396 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Tidal Investments held 3,251 shares of Southwest Gas worth $283K as of Q1 2026.
  • Southwest Gas was a new Tidal Investments position in Q1 2026.
  • Southwest Gas made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #2065 holding.
  • Tidal Investments first reported a position in Southwest Gas in Q2 2023 and has held it in 5 quarters since.
  • Tidal Investments's Southwest Gas position peaked at $795K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.