Bell Investment Advisors’s Southwestern Energy Company SWN Stock Holding History

Bell Investment 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	-487	Closed	-$3.46K	–	1973
2024 Q3	$3.46K	Sell	487 -185	-28%	-$1.19K	﹤0.01%	1111
2024 Q2	$4.52K	Hold	672	–	–	﹤0.01%	966
2024 Q1	$5.09K	Hold	672	–	–	﹤0.01%	907
2023 Q4	$4.4K	Hold	672	–	–	﹤0.01%	950
2023 Q3	$4.33K	Buy	672 +253	+60%	+$1.61K	﹤0.01%	883
2023 Q2	$2.52K	Buy	419 +110	+36%	+$567	﹤0.01%	1181
2023 Q1	$1.54K	Buy	309 +141	+84%	+$748	﹤0.01%	1390
2022 Q4	$983	Buy	+168	New	+$1.1K	﹤0.01%	1602
2021 Q4	$0	Sell	94 -9	-9%	-$45	﹤0.01%	1975
2021 Q3	$1K	Buy	+103	New	+$503	﹤0.01%	1641

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

Bell Investment Advisors's SWN Position: Q4 2024 in Review

Bell Investment Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 487 shares — an estimated $3.46K sold.

Bell Investment Advisors first reported a position in SWN in Q3 2021 and held it in 10 quarters. The position peaked at $5.09K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Bell Investment Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Bell Investment Advisors sold 487 Southwestern Energy Company shares in Q4 2024, an estimated $3.46K.
Bell Investment Advisors first reported a position in Southwestern Energy Company in Q3 2021 and held it in 10 quarters.
Bell Investment Advisors's Southwestern Energy Company position peaked at $5.09K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.