BIA
SWN

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 $1.04B 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