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Weiss Asset Management’s Southwest Gas SWX Stock Holding History

Weiss Asset 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 		$25.1M Buy
283,242
+259,127
+1,075% +$23.2M 0.26% 67
2026
Q1 		$2.1M Buy
+24,115
New +$2.06M 0.04% 261
2025
Q3 		– Sell
-48,876
Closed -$3.64M – 768
2025
Q2 		$3.64M Buy
+48,876
New +$3.52M 0.04% 186

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

Weiss Asset Management's SWX Position: Q2 2026 in Review

Weiss Asset Management increased its Southwest Gas (SWX) stake by 1,075% in Q2 2026, buying an estimated $23.2M and bringing the position to 283,242 shares worth $25.1M. The position accounts for 0.26% of the portfolio, ranked #67.

Weiss Asset Management first reported a position in SWX in Q2 2025 and has held it in 3 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Weiss Asset Management held 283,242 shares of Southwest Gas worth $25.1M as of Q2 2026.
  • Weiss Asset Management bought 259,127 Southwest Gas shares in Q2 2026, an estimated $23.2M.
  • Southwest Gas made up 0.26% of Weiss Asset Management's portfolio in Q2 2026, its #67 holding.
  • Weiss Asset Management first reported a position in Southwest Gas in Q2 2025 and has held it in 3 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.