Bartlett & Co Wealth Management’s Southwestern Energy Company SWN Stock Holding History

Bartlett & Co Wealth Management’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	-10,000	Closed	-$71.1K	–	1164
2024 Q3	$71.1K	Hold	10,000	–	–	﹤0.01%	598
2024 Q2	$67.3K	Hold	10,000	–	–	﹤0.01%	604
2024 Q1	$75.8K	Hold	10,000	–	–	﹤0.01%	600
2023 Q4	$66.3K	Buy	+10,000	New	+$66.8K	﹤0.01%	645

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 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

Bartlett & Co Wealth Management's SWN Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 10,000 shares — an estimated $71.1K sold.

Bartlett & Co Wealth Management first reported a position in SWN in Q4 2023 and held it in 4 quarters. The position peaked at $75.8K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Bartlett & Co Wealth Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 10,000 Southwestern Energy Company shares in Q4 2024, an estimated $71.1K.
Bartlett & Co Wealth Management first reported a position in Southwestern Energy Company in Q4 2023 and held it in 4 quarters.
Bartlett & Co Wealth Management's Southwestern Energy Company position peaked at $75.8K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.