| Quarter | Action | Shares change | Est. value change | Δ Own | Shares held | Filing date |
|---|---|---|---|---|---|---|
| Q1 2026 | Added | +339K | +$29M | +281.2% | 459K | May 14, 2026 |
| Q4 2025 | Reduced | −86K | −$6.9M | −41.6% | 120K | Feb 12, 2026 |
| Q3 2025 | Added | +110K | +$8.6M | +115.3% | 206K | Nov 13, 2025 |
| Q2 2025 | Added | +80K | +$5.7M | +487.7% | 96K | Aug 13, 2025 |
| Q1 2025 | New | +16K | +$1.2M | – | 16K | May 14, 2025 |
| Q3 2023 | Reduced | −58K | −$3.7M | −76.0% | 18K | Nov 14, 2023 |
| Q2 2023 | New | +77K | +$4.5M | – | 77K | Aug 11, 2023 |
| Q3 2022 | Reduced | −29K | −$2.4M | −62.9% | 17K | Nov 14, 2022 |
| Q2 2022 | New | +46K | +$4.1M | – | 46K | Aug 12, 2022 |
| Q2 2021 | New | +178K | +$12M | – | 178K | Aug 13, 2021 |
Yes. As of Q1 2026, Jim Simons disclosed 459K shares of SWX, worth $40M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jim Simons first disclosed a SWX position in Q2 2021; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
The quarter-by-quarter table above shows each sale and reduction Jim Simons disclosed in SWX. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jim Simons disclosed 459K shares of SWX as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jim Simons's estimated average buy price for SWX is $82.66, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
