AWA
SWN

Arkadios Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

Arkadios Wealth 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
Q4 		– Sell
-148,000
Closed -$1.05M – 1013
2024
Q3 		$1.05M Sell
148,000
-7,500
-5% -$48.4K 0.06% 309
2024
Q2 		$1.05M Buy
+155,500
New +$1.14M 0.07% 273

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

Arkadios Wealth Advisors's SWN Position: Q4 2024 in Review

Arkadios Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 148,000 shares — an estimated $1.05M sold.

Arkadios Wealth Advisors first reported a position in SWN in Q2 2024 and held it in 2 quarters. The position peaked at $1.05M in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Arkadios Wealth Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 148,000 Southwestern Energy Company shares in Q4 2024, an estimated $1.05M.
  • Arkadios Wealth Advisors first reported a position in Southwestern Energy Company in Q2 2024 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Southwestern Energy Company position peaked at $1.05M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.