SWX β€” SOUTHWEST GAS CORP

Ownership history in Tortoise Index Solutions, LLC  Β·  28 quarters on record

AI Ownership Summary

Tortoise Index Solutions, LLC reported SOUTHWEST GAS CORP (SWX) in 28 quarterly 13F filings from 2023 Q3 through 2024 Q1. Peak portfolio weight reached 1.54% in 2024 Q1. The latest visible filing shows SWX at 1.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tortoise Index Solutions, LLC's position in SOUTHWEST GAS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q1

SWX was reported at 1.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Tortoise Index Solutions, LLC held SWX β€” position size vs. price
% of Fund (quarterly)    SWX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q1 REDUCED 100,539 -17,995 -15.2% 1.54% $7.7M 2024-05-15 (Est.) $71.93
2023 Q4 ADDED 118,534 +5,777 +5.1% 1.40% $7.5M 2024-02-14 $54.63
2023 Q3 REDUCED 112,757 -15,055 -11.8% 1.42% $6.8M 2023-11-13 $53.91
25 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Tortoise Index Solutions, LLC and SWX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tortoise Index Solutions, LLC reported owning SWX?

Tortoise Index Solutions, LLC reported SWX across 3 quarterly 13F filings, from 2023 Q3 through 2024 Q1.

What was the largest reported SWX position in Tortoise Index Solutions, LLC's portfolio?

The largest reported portfolio weight for SWX was 1.54% in 2024 Q1.

What is the latest reported SWX position on this page?

The most recent filing on this page is 2024 Q1, when Tortoise Index Solutions, LLC reported 100,539 shares, equal to 1.54% of portfolio, with an estimated market value of $7.7M.

What does the chart on this SWX ownership page compare?

The chart compares Tortoise Index Solutions, LLC's quarterly SWX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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