AIP
SWN

Ameritas Investment Partners’s Southwestern Energy Company SWN Stock Holding History

Ameritas Investment Partners’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
Q4 		– Sell
-226,272
Closed -$1.61M – 3173
2024
Q3 		$1.61M Sell
226,272
-8,277
-4% -$53.4K 0.05% 440
2024
Q2 		$1.58M Sell
234,549
-8,653
-4% -$63.2K 0.05% 411
2024
Q1 		$1.84M Hold
243,202
– – 0.06% 364
2023
Q4 		$1.59M Sell
243,202
-3,828
-2% -$25.6K 0.06% 402
2023
Q3 		$1.59M Sell
247,030
-27,986
-10% -$178K 0.06% 346
2023
Q2 		$1.65M Sell
275,016
-5,938
-2% -$30.6K 0.06% 365
2023
Q1 		$1.4M Sell
280,954
-5,616
-2% -$29.8K 0.06% 430
2022
Q4 		$1.69M Hold
286,570
– – 0.07% 350
2022
Q3 		$1.75M Buy
+286,570
New +$1.98M 0.08% 280
2022
Q2 		– Sell
-78,553
Closed -$563K – 3279
2022
Q1 		$563K Hold
78,553
– – 0.02% 774
2021
Q4 		$366K Buy
78,553
+26,595
+51% +$132K 0.01% 905
2021
Q3 		$288K Sell
51,958
-2,609
-5% -$12.7K 0.01% 985
2021
Q2 		$309K Hold
54,567
– – 0.01% 951
2021
Q1 		$254K Hold
54,567
– – 0.01% 1060
2020
Q4 		$163K Buy
54,567
+3,498
+7% +$10.3K 0.01% 1271
2020
Q3 		$120K Buy
51,069
+4,949
+11% +$13.2K 0.01% 1327
2020
Q2 		$118K Hold
46,120
– – 0.01% 1313
2020
Q1 		$78K Hold
46,120
– – ﹤0.01% 1413
2019
Q4 		$112K Sell
46,120
-158,395
-77% -$327K 0.01% 1446
2019
Q3 		$395K Hold
204,515
– – 0.02% 801
2019
Q2 		$646K Sell
204,515
-2,880
-1% -$11.2K 0.03% 672
2019
Q1 		$973K Sell
207,395
-14,850
-7% -$64.2K 0.05% 515
2018
Q4 		$758K Hold
222,245
– – 0.04% 573
2018
Q3 		$1.14M Buy
222,245
+21,863
+11% +$116K 0.05% 484
2018
Q2 		$1.06M Buy
200,382
+49,000
+32% +$227K 0.05% 504
2018
Q1 		$655K Hold
151,382
– – 0.03% 674
2017
Q4 		$845K Hold
151,382
– – 0.04% 604
2017
Q3 		$825K Hold
151,382
– – 0.04% 603
2017
Q2 		$920K Buy
151,382
+139,585
+1,183% +$964K 0.04% 555
2017
Q1 		$96K Hold
11,797
– – ﹤0.01% 1458
2016
Q4 		$128K Hold
11,797
– – 0.01% 1066
2016
Q3 		$163K Buy
+11,797
New +$164K 0.01% 1031
2015
Q3 		– Sell
-39,800
Closed -$904K – 1171
2015
Q2 		$904K Buy
+39,800
New +$1.02M 0.06% 332
2014
Q4 		– Sell
-6,513
Closed -$228K – 1201
2014
Q3 		$228K Sell
6,513
-389
-6% -$15.6K 0.02% 912
2014
Q2 		$314K Sell
6,902
-236
-3% -$10.9K 0.02% 810
2014
Q1 		$328K Sell
7,138
-341
-5% -$14.3K 0.03% 758
2013
Q4 		$294K Hold
7,479
– – 0.02% 823
2013
Q3 		$272K Buy
+7,479
New +$284K 0.03% 798

Other funds holding SWN

MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Ameritas Investment Partners's SWN Position: Q4 2024 in Review

Ameritas Investment Partners sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 226,272 shares — an estimated $1.61M sold.

Ameritas Investment Partners first reported a position in SWN in Q3 2013 and held it in 38 quarters. The position peaked at $1.84M in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Ameritas Investment Partners reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Ameritas Investment Partners sold 226,272 Southwestern Energy Company shares in Q4 2024, an estimated $1.61M.
  • Ameritas Investment Partners first reported a position in Southwestern Energy Company in Q3 2013 and held it in 38 quarters.
  • Ameritas Investment Partners's Southwestern Energy Company position peaked at $1.84M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Ameritas Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.