AA
SWN

ALPS Advisors’s Southwestern Energy Company SWN Stock Holding History

ALPS Advisors’s Portfolio SWN Stock Details SWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-48,949
Closed -$321K – 1083
2023
Q4 		$321K Sell
48,949
-2,791
-5% -$18.6K ﹤0.01% 822
2023
Q3 		$334K Buy
+51,740
New +$330K ﹤0.01% 724
2019
Q3 		– Sell
-86,994
Closed -$275K – 1009
2019
Q2 		$275K Sell
86,994
-4,588
-5% -$17.8K ﹤0.01% 856
2019
Q1 		$430K Buy
+91,582
New +$396K ﹤0.01% 575
2015
Q3 		– Sell
-26,004
Closed -$591K – 786
2015
Q2 		$591K Buy
26,004
+550
+2% +$14.1K 0.01% 311
2015
Q1 		$590K Buy
25,454
+8,714
+52% +$216K ﹤0.01% 220
2014
Q4 		$457K Sell
16,740
-1,666
-9% -$53.5K ﹤0.01% 507
2014
Q3 		$643K Buy
18,406
+2,248
+14% +$89.9K 0.01% 192
2014
Q2 		$735K Buy
16,158
+237
+1% +$11K 0.01% 186
2014
Q1 		$733K Buy
+15,921
New +$668K 0.01% 151

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return