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Wedge Capital Management’s Southwest Gas SWX Stock Holding History

Wedge Capital Management’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 		– Sell
-39,507
Closed -$3.43M – 551
2026
Q1 		$3.43M Sell
39,507
-198,950
-83% -$17M 0.06% 245
2025
Q4 		$19.1M Sell
238,457
-21,261
-8% -$1.7M 0.34% 94
2025
Q3 		$20.3M Sell
259,718
-250
-0.1% -$19.5K 0.34% 95
2025
Q2 		$19.3M Buy
259,968
+95,894
+58% +$6.91M 0.35% 87
2025
Q1 		$11.8M Buy
+164,074
New +$12.1M 0.23% 115

Other funds holding SWX

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Wedge Capital Management's SWX Position: Q2 2026 in Review

Wedge Capital Management sold out of Southwest Gas (SWX) in Q2 2026, closing a stake of 39,507 shares — an estimated $3.43M sold.

Wedge Capital Management first reported a position in SWX in Q1 2025 and held it in 5 quarters. The position peaked at $20.3M in Q3 2025. 77 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Wedge Capital Management reported no remaining Southwest Gas position as of Q2 2026 after selling out during the quarter.
  • Wedge Capital Management sold 39,507 Southwest Gas shares in Q2 2026, an estimated $3.43M.
  • Wedge Capital Management first reported a position in Southwest Gas in Q1 2025 and held it in 5 quarters.
  • Wedge Capital Management's Southwest Gas position peaked at $20.3M in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.