Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Southwest Gas SWX Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$1.64M Buy
19,609
+5,500
+39% +$491K ﹤0.01% 1816
2026
Q2 		$1.29M Buy
14,109
+2,920
+26% +$261K ﹤0.01% 1889
2026
Q1 		$998K Buy
11,189
+3,444
+44% +$294K ﹤0.01% 1800
2025
Q4 		$627K Buy
7,745
+1,314
+20% +$105K ﹤0.01% 2310
2025
Q3 		$506K Buy
6,431
+725
+13% +$56.5K ﹤0.01% 2361
2025
Q2 		$422K Buy
+5,706
New +$411K ﹤0.01% 2351

Other funds holding SWX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Wealth Enhancement Advisory Services's SWX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Southwest Gas (SWX) stake by 39% in Q3 2026, buying an estimated $491K and bringing the position to 19,609 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Wealth Enhancement Advisory Services first reported a position in SWX in Q2 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 19,609 shares of Southwest Gas worth $1.64M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 5,500 Southwest Gas shares in Q3 2026, an estimated $491K.
  • Southwest Gas made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1816 holding.
  • Wealth Enhancement Advisory Services first reported a position in Southwest Gas in Q2 2025 and has held it in 6 quarters since.
  • 193 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.