ACA
SWN

Atlas Capital Advisors’s Southwestern Energy Company SWN Stock Holding History

Atlas Capital 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
-674
Closed -$4.79K – 974
2024
Q3 		$4.79K Sell
674
-4,788
-88% -$30.9K ﹤0.01% 780
2024
Q2 		$36.8K Sell
5,462
-835
-13% -$6.1K ﹤0.01% 622
2024
Q1 		$47.7K Buy
6,297
+543
+9% +$3.69K 0.01% 575
2023
Q4 		$37.7K Buy
+5,754
New +$38.4K 0.01% 624
2022
Q4 		– Sell
-2,724
Closed -$16.7K – 962
2022
Q3 		$16.7K Buy
+2,724
New +$18.8K ﹤0.01% 668

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

Atlas Capital Advisors's SWN Position: Q4 2024 in Review

Atlas Capital Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 674 shares — an estimated $4.79K sold.

Atlas Capital Advisors first reported a position in SWN in Q3 2022 and held it in 5 quarters. The position peaked at $47.7K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Atlas Capital Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 674 Southwestern Energy Company shares in Q4 2024, an estimated $4.79K.
  • Atlas Capital Advisors first reported a position in Southwestern Energy Company in Q3 2022 and held it in 5 quarters.
  • Atlas Capital Advisors's Southwestern Energy Company position peaked at $47.7K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Atlas Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.