ZIM
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Zacks Investment Management’s Southwest Gas SWX Stock Holding History

Zacks Investment 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
Q1 		– Sell
-3,725
Closed -$298K – 808
2025
Q4 		$298K Buy
+3,725
New +$298K ﹤0.01% 589
2021
Q1 		– Sell
-4,959
Closed -$301K – 579
2020
Q4 		$301K Sell
4,959
-180
-4% -$11.9K 0.01% 466
2020
Q3 		$324K Sell
5,139
-1,329
-21% -$88.8K 0.01% 450
2020
Q2 		$447K Buy
+6,468
New +$471K 0.01% 399
2018
Q4 		– Sell
-3,056
Closed -$242K – 582
2018
Q3 		$242K Buy
+3,056
New +$241K 0.01% 481
2016
Q1 		– Sell
-40,730
Closed -$2.25M – 683
2015
Q4 		$2.25M Buy
+40,730
New +$2.32M 0.07% 186
2014
Q3 		– Sell
-14,255
Closed -$753K – 747
2014
Q2 		$753K Sell
14,255
-1,500
-10% -$79.5K 0.03% 318
2014
Q1 		$842K Buy
15,755
+3,509
+29% +$188K 0.03% 287
2013
Q4 		$685K Buy
12,246
+3,258
+36% +$172K 0.03% 309
2013
Q3 		$449K Buy
8,988
+3,988
+80% +$193K 0.02% 375
2013
Q2 		$234K Buy
+5,000
New +$244K 0.01% 539

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
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Zacks Investment Management's SWX Position: Q1 2026 in Review

Zacks Investment Management sold out of Southwest Gas (SWX) in Q1 2026, closing a stake of 3,725 shares — an estimated $298K sold.

Zacks Investment Management first reported a position in SWX in Q2 2013 and held it in 11 quarters. The position peaked at $2.25M in Q4 2015. 398 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Zacks Investment Management reported no remaining Southwest Gas position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 3,725 Southwest Gas shares in Q1 2026, an estimated $298K.
  • Zacks Investment Management first reported a position in Southwest Gas in Q2 2013 and held it in 11 quarters.
  • Zacks Investment Management's Southwest Gas position peaked at $2.25M in Q4 2015.
  • 398 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.