Planning Strategies Inc.’s Southwest Gas SWX Stock Holding History

Planning Strategies Inc.’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	$266	Buy	+3	New	+$268	﹤0.01%	961

Other funds holding SWX

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

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

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Planning Strategies Inc.'s SWX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Southwest Gas (SWX) in Q2 2026: 3 shares worth $266. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings.

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

Planning Strategies Inc. held 3 shares of Southwest Gas worth $266 as of Q2 2026.
Southwest Gas was a new Planning Strategies Inc. position in Q2 2026.
Southwest Gas made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #961 holding.
93 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.