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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SWX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SWX Position History
Southwest Gas Holdings, Inc. • Utilities
Quarters held
5
Latest value
$1.6M
Q3 2026
Peak value
$1.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $506K |
| Q4 2025 | $627K |
| Q1 2026 | $998K |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 19.6K | — | — |
| Q2 2026 | $1.3M | 14.1K | — | — |
| Q1 2026 | $998K | 11.2K | — | — |
| Q4 2025 | $627K | 7.7K | — | — |
| Q3 2025 | $506K | 6.4K | — | — |
Other funds holding SWX
$413.7M
$231.2M
$231.2M
$210.4M
$184.8M
$167.6M
$146.8M
$141.6M