Y-Intercept (HK)’s Southwest Gas SWX Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-29,680	Closed	-$2.63M	–	2078
2026 Q2	$2.63M	Buy	+29,680	New	+$2.66M	0.05%	551
2026 Q1	–	Sell	-15,075	Closed	-$1.21M	–	2032
2025 Q4	$1.21M	Buy	+15,075	New	+$1.21M	0.03%	894
2025 Q3	–	Sell	-13,124	Closed	-$976K	–	2030
2025 Q2	$976K	Sell	13,124 -11,097	-46%	-$800K	0.02%	947
2025 Q1	$1.74M	Buy	24,221 +10,445	+76%	+$773K	0.12%	229
2024 Q4	$974K	Sell	13,776 -4,306	-24%	-$320K	0.07%	437
2024 Q3	$1.33M	Buy	18,082 +12,854	+246%	+$929K	0.08%	328
2024 Q2	$368K	Buy	+5,228	New	+$392K	0.02%	950
2023 Q1	–	Sell	-3,935	Closed	-$243K	–	1527
2022 Q4	$243K	Buy	+3,935	New	+$268K	0.04%	748

Other funds holding SWX

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Y-Intercept (HK)'s SWX Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Southwest Gas (SWX) in Q3 2026, closing a stake of 29,680 shares — an estimated $2.63M sold.

Y-Intercept (HK) first reported a position in SWX in Q4 2022 and held it in 8 quarters. The position peaked at $2.63M in Q2 2026. 109 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

Y-Intercept (HK) reported no remaining Southwest Gas position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 29,680 Southwest Gas shares in Q3 2026, an estimated $2.63M.
Y-Intercept (HK) first reported a position in Southwest Gas in Q4 2022 and held it in 8 quarters.
Y-Intercept (HK)'s Southwest Gas position peaked at $2.63M in Q2 2026.
109 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.