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 Q2	$521K	Buy	5,879 +2,628	+81%	+$235K	﹤0.01%	2076
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Tidal Investments's SWX Position: Q2 2026 in Review

Tidal Investments increased its Southwest Gas (SWX) stake by 81% in Q2 2026, buying an estimated $235K and bringing the position to 5,879 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Tidal Investments first reported a position in SWX in Q2 2023 and has held it in 6 quarters since. The position peaked at $795K in Q3 2024. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Tidal Investments held 5,879 shares of Southwest Gas worth $521K as of Q2 2026.
Tidal Investments bought 2,628 Southwest Gas shares in Q2 2026, an estimated $235K.
Southwest Gas made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #2076 holding.
Tidal Investments first reported a position in Southwest Gas in Q2 2023 and has held it in 6 quarters since.
Tidal Investments's Southwest Gas position peaked at $795K in Q3 2024.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.