Cetera Investment Advisers
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Cetera Investment Advisers’s Southwestern Energy Company SWN Stock Holding History

Cetera Investment Advisers’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
-151,079
Closed -$1.07M – 3941
2024
Q3 		$1.07M Sell
151,079
-21,075
-12% -$136K ﹤0.01% 2075
2024
Q2 		$1.16M Sell
172,154
-6,696
-4% -$48.9K ﹤0.01% 1967
2024
Q1 		$1.36M Buy
+178,850
New +$1.21M ﹤0.01% 1836
2023
Q3 		– Sell
-10,623
Closed -$63.8K – 2320
2023
Q2 		$63.8K Buy
+10,623
New +$54.8K ﹤0.01% 2110
2019
Q2 		– Sell
-10,247
Closed -$47K – 537
2019
Q1 		$47K Hold
10,247
– – 0.01% 481
2018
Q4 		$36K Sell
10,247
-11,202
-52% -$55.1K 0.01% 447
2018
Q3 		$110K Buy
21,449
+1,398
+7% +$7.41K 0.02% 473
2018
Q2 		$105K Hold
20,051
– – 0.02% 416
2018
Q1 		$88K Hold
20,051
– – 0.02% 382
2017
Q4 		$112K Hold
20,051
– – 0.02% 404
2017
Q3 		$121K Buy
20,051
+2,189
+12% +$12.4K 0.03% 384
2017
Q2 		$108K Buy
+17,862
New +$123K 0.03% 377

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
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

Cetera Investment Advisers's SWN Position: Q4 2024 in Review

Cetera Investment Advisers sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 151,079 shares — an estimated $1.07M sold.

Cetera Investment Advisers first reported a position in SWN in Q2 2017 and held it in 12 quarters. The position peaked at $1.36M in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Cetera Investment Advisers reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 151,079 Southwestern Energy Company shares in Q4 2024, an estimated $1.07M.
  • Cetera Investment Advisers first reported a position in Southwestern Energy Company in Q2 2017 and held it in 12 quarters.
  • Cetera Investment Advisers's Southwestern Energy Company position peaked at $1.36M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Cetera Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.