BFG
SWN

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

Bleakley 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
-26,153
Closed -$186K – 1123
2024
Q3 		$186K Sell
26,153
-5,850
-18% -$37.8K 0.01% 933
2024
Q2 		$215K Sell
32,003
-2,629
-8% -$19.2K 0.01% 866
2024
Q1 		$263K Sell
34,632
-439,479
-93% -$2.98M 0.01% 799
2023
Q4 		$3.11M Sell
474,111
-20,810
-4% -$139K 0.1% 192
2023
Q3 		$3.19M Sell
494,921
-1,031
-0.2% -$6.57K 0.11% 170
2023
Q2 		$2.98M Buy
495,952
+9,649
+2% +$49.7K 0.09% 193
2023
Q1 		$2.43M Buy
486,303
+218,042
+81% +$1.16M 0.08% 213
2022
Q4 		$1.57M Buy
+268,261
New +$1.76M 0.06% 302

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