Atomi Financial Group’s Southwestern Energy Company SWN Stock Holding History

Atomi Financial Group’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	-11,236	Closed	-$79.9K	–	1045
2024 Q3	$79.9K	Sell	11,236 -2	-0%	-$13	0.01%	897
2024 Q2	$75.6K	Sell	11,238 -20,111	-64%	-$147K	0.01%	780
2024 Q1	$238K	Sell	31,349 -1,063	-3%	-$7.22K	0.02%	618
2023 Q4	$212K	Buy	32,412 +5,566	+21%	+$37.2K	0.03%	527
2023 Q3	$173K	Buy	+26,846	New	+$171K	0.06%	319

Other funds holding SWN

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.07B AUM 29.17% 1-Year Est. Return

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.67B AUM 39.1% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Atomi Financial Group's SWN Position: Q4 2024 in Review

Atomi Financial Group sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 11,236 shares — an estimated $79.9K sold.

Atomi Financial Group first reported a position in SWN in Q3 2023 and held it in 5 quarters. The position peaked at $238K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Atomi Financial Group reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Atomi Financial Group sold 11,236 Southwestern Energy Company shares in Q4 2024, an estimated $79.9K.
Atomi Financial Group first reported a position in Southwestern Energy Company in Q3 2023 and held it in 5 quarters.
Atomi Financial Group's Southwestern Energy Company position peaked at $238K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.