CTWM
SWN

Cherry Tree Wealth Management’s Southwestern Energy Company SWN Stock Holding History

Cherry Tree 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
-24,200
Closed -$172K – 655
2024
Q3 		$172K Hold
24,200
– – 0.04% 172
2024
Q2 		$163K Sell
24,200
-1,200
-5% -$8.76K 0.04% 166
2024
Q1 		$193K Hold
25,400
– – 0.05% 160
2023
Q4 		$166K Sell
25,400
-1,000
-4% -$6.68K 0.04% 162
2023
Q3 		$170K Sell
26,400
-800
-3% -$5.1K 0.05% 149
2023
Q2 		$163K Buy
+27,200
New +$140K 0.05% 152

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

Cherry Tree Wealth Management's SWN Position: Q4 2024 in Review

Cherry Tree Wealth Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 24,200 shares — an estimated $172K sold.

Cherry Tree Wealth Management first reported a position in SWN in Q2 2023 and held it in 6 quarters. The position peaked at $193K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Cherry Tree Wealth Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 24,200 Southwestern Energy Company shares in Q4 2024, an estimated $172K.
  • Cherry Tree Wealth Management first reported a position in Southwestern Energy Company in Q2 2023 and held it in 6 quarters.
  • Cherry Tree Wealth Management's Southwestern Energy Company position peaked at $193K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.