CTA
SWN

Colonial Trust Advisors’s Southwestern Energy Company SWN Stock Holding History

Colonial Trust 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
-675
Closed -$4.8K – 800
2024
Q3 		$4.8K Hold
675
– – ﹤0.01% 625
2024
Q2 		$4.54K Buy
+675
New +$4.93K ﹤0.01% 620

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

Colonial Trust Advisors's SWN Position: Q4 2024 in Review

Colonial Trust Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 675 shares — an estimated $4.8K sold.

Colonial Trust Advisors first reported a position in SWN in Q2 2024 and held it in 2 quarters. The position peaked at $4.8K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Colonial Trust Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 675 Southwestern Energy Company shares in Q4 2024, an estimated $4.8K.
  • Colonial Trust Advisors first reported a position in Southwestern Energy Company in Q2 2024 and held it in 2 quarters.
  • Colonial Trust Advisors's Southwestern Energy Company position peaked at $4.8K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.