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SWX in the 13F filings

Southwest Gas Corp · CUSIP 844895102

Sector · UtilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 10 listed it in both
Shares listed
13,523,393
combined, among listed positions
Reported value
$1.2bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 11 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -57,441.

Managers listing SWX in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Fidelity (FMR LLC)5,575,126$494munder 0.1%Added+413,16913 Aug 2026 (the filing on sec.gov)
Maverick Capital Ltd1,889,558$168m1.48%Trimmed-237,36914 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC1,603,686$142munder 0.1%Added+439,70814 Aug 2026 (the filing on sec.gov)
GAMCO Investors Inc764,194$68m0.61%Trimmed-18,62412 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC438,900$39m0.05%Trimmed-20,10013 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC432,048$38munder 0.1%Added+5,01127 Oct 2026 (the filing on sec.gov)
MFS Investment Management424,659$38munder 0.1%Added+372,4413 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP333,470$30munder 0.1%Trimmed-181,32414 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP271,519$24munder 0.1%Added+43,71414 Aug 2026 (the filing on sec.gov)
Invesco Ltd258,860$23munder 0.1%Trimmed-166,32714 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC236,396$21munder 0.1%Trimmed-199,3432 Sep 2026 (the filing on sec.gov)
Balyasny Asset Management LLC182,979$16munder 0.1%Trimmed-382,93714 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP174,713$15munder 0.1%Trimmed-3,65314 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP173,330$15munder 0.1%Added+17,75014 Aug 2026 (the filing on sec.gov)
Millennium Management LLC144,731$13munder 0.1%Added+88,30414 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC121,000$11m0.05%Newnew14 Aug 2026 (the filing on sec.gov)
Man Group PLC110,713$9.8munder 0.1%Trimmed-176,84914 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC99,739$8.8munder 0.1%Trimmed-32,3863 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc91,749$8.1munder 0.1%Added+17,33814 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC65,111$5.8munder 0.1%Added+62,36714 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd26,877$2.4munder 0.1%Held014 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.24,290$2.2munder 0.1%Trimmed-88,72014 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC16,769$1.5munder 0.1%Added+10,94713 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP13,121$1.2munder 0.1%Trimmed-25,99314 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP12,726$1.1munder 0.1%Trimmed-4,79414 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

0358102014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SWX by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$214mn.a.n.a.
Q3 20132$227mn.a.n.a.
Q4 20133$329mn.a.n.a.
Q1 20144$315mn.a.n.a.
Q2 20144$317mn.a.n.a.
Q3 20144$307mn.a.n.a.
Q4 20143$377mn.a.n.a.
Q1 20153$333mn.a.n.a.
Q2 20153$158mn.a.n.a.
Q3 20154$326mn.a.n.a.
Q4 20152$161mn.a.n.a.
Q1 20163$191mn.a.n.a.
Q2 20165$366mn.a.n.a.
Q3 20164$148mn.a.n.a.
Q4 20164$173mn.a.n.a.
Q1 20173$185mn.a.n.a.
Q2 20172$119mn.a.n.a.
Q3 20174$119mn.a.n.a.
Q4 20173$74mn.a.n.a.
Q1 20184$107mn.a.n.a.
Q2 20185$305mn.a.n.a.
Q3 20184$380mn.a.n.a.
Q4 20187$414mn.a.n.a.
Q1 20197$459mn.a.n.a.
Q2 20194$515mn.a.n.a.
Q3 20195$479mn.a.n.a.
Q4 20195$345mn.a.n.a.
Q1 20206$571mn.a.n.a.
Q2 20205$503mn.a.n.a.
Q3 20205$460mn.a.n.a.
Q4 20205$210mn.a.n.a.
Q1 20216$192mn.a.n.a.
Q2 20214$158mn.a.n.a.
Q3 20215$496mn.a.n.a.
Q4 20213$363mn.a.n.a.
Q1 20229$712mn.a.n.a.
Q2 20229$946mn.a.n.a.
Q3 20225$629mn.a.n.a.
Q4 20225$550mn.a.n.a.
Q1 20235$805mn.a.n.a.
Q2 20235$806mn.a.n.a.
Q3 20235$775mn.a.n.a.
Q4 20235$870m23
Q1 20245$1.1bn31
Q2 20244$987m12
Q3 20245$1.1bn31
Q4 20244$885m22
Q1 20256$770m33
Q2 20254$795m32
Q3 20253$690m03
Q4 20254$723m1213
Q1 202610$443m267
Q2 20265$300m1121

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SWX and GEV →SWX and XOM →SWX and CVX →Choose a stock to compare with SWX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SWX, latest filings →Back to the 13F Explorer →