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

Wealth Enhancement Trust 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 		$2.39K Buy
+27
New +$2.42K ﹤0.01% 970

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Southwest Gas (SWX) in Q2 2026: 27 shares worth $2.39K. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings.

283 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Wealth Enhancement Trust Services held 27 shares of Southwest Gas worth $2.39K as of Q2 2026.
  • Southwest Gas was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #970 holding.
  • 283 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

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