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WBI Investments’s Southwest Gas SWX Stock Holding History

WBI 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
Q2 		– Sell
-26,180
Closed -$1.88M – 323
2025
Q1 		$1.88M Buy
+26,180
New +$1.94M 0.49% 59
2018
Q3 		– Sell
-28,907
Closed -$2.21M – 332
2018
Q2 		$2.21M Buy
+28,907
New +$2.11M 0.12% 120
2016
Q3 		– Sell
-21,702
Closed -$1.71M – 318
2016
Q2 		$1.71M Buy
+21,702
New +$1.5M 0.06% 118

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

WBI Investments's SWX Position: Q2 2025 in Review

WBI Investments sold out of Southwest Gas (SWX) in Q2 2025, closing a stake of 26,180 shares — an estimated $1.88M sold.

WBI Investments first reported a position in SWX in Q2 2016 and held it in 3 quarters. The position peaked at $2.21M in Q2 2018. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

  • WBI Investments reported no remaining Southwest Gas position as of Q2 2025 after selling out during the quarter.
  • WBI Investments sold 26,180 Southwest Gas shares in Q2 2025, an estimated $1.88M.
  • WBI Investments first reported a position in Southwest Gas in Q2 2016 and held it in 3 quarters.
  • WBI Investments's Southwest Gas position peaked at $2.21M in Q2 2018.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on WBI Investments's 13F filing for Q2 2025, filed 11 Aug 2025.