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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Wealth Enhancement Advisory Services's SWX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Southwest Gas (SWX) stake by 26% in Q2 2026, buying an estimated $261K and bringing the position to 14,109 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Wealth Enhancement Advisory Services first reported a position in SWX in Q2 2025 and has held it in 5 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 14,109 shares of Southwest Gas worth $1.29M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,920 Southwest Gas shares in Q2 2026, an estimated $261K.
  • Southwest Gas made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1889 holding.
  • Wealth Enhancement Advisory Services first reported a position in Southwest Gas in Q2 2025 and has held it in 5 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.