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Creative Planning SWX Position History
Southwest Gas Holdings, Inc. • Utilities
Quarters held
8
Latest value
$2.7M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $26K |
| Q4 2025 | $1.5M |
| Q1 2026 | $2.2M |
| Q2 2026 | $29K |
| Q2 2026 | $2.8M |
| Q3 2026 | $27K |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 32.9K | — | — |
| Q3 2026 | $27K | 330 | — | — |
| Q2 2026 | $2.8M | 31.9K | — | — |
| Q2 2026 | $29K | 330 | — | — |
| Q1 2026 | $2.2M | 25.4K | — | — |
| Q4 2025 | $1.5M | 18.1K | — | — |
| Q3 2025 | $26K | 330 | — | — |
| Q3 2025 | $1.2M | 15.4K | — | — |
Other funds holding SWX
$413.7M
$231.2M
$231.2M
$210.4M
$184.8M
$167.6M
$146.8M
$141.6M