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Wealthspire Advisors (New York)’s Southwest Gas SWX Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-1,515
Closed -$119K – 2674
2025
Q3 		$119K Buy
+1,515
New +$118K ﹤0.01% 963

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealthspire Advisors (New York)'s SWX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Southwest Gas (SWX) in Q4 2025, closing a stake of 1,515 shares — an estimated $119K sold.

Wealthspire Advisors (New York) first reported a position in SWX in Q3 2025 and held it in 1 quarter. The position peaked at $119K in Q3 2025. 352 funds tracked by Wall St. Rank hold SWX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Southwest Gas position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,515 Southwest Gas shares in Q4 2025, an estimated $119K.
  • Wealthspire Advisors (New York) first reported a position in Southwest Gas in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Southwest Gas position peaked at $119K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.