C
SWN

Covestor’s Southwestern Energy Company SWN Stock Holding History

Covestor’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
-1,945
Closed -$14K – 2883
2024
Q3 		$14K Sell
1,945
-9,602
-83% -$62K 0.01% 1376
2024
Q2 		$78K Sell
11,547
-2,927
-20% -$21.4K 0.05% 650
2024
Q1 		$110K Buy
14,474
+365
+3% +$2.48K 0.07% 481
2023
Q4 		$92K Sell
14,109
-6,043
-30% -$40.4K 0.06% 554
2023
Q3 		$130K Buy
20,152
+17,507
+662% +$112K 0.1% 285
2023
Q2 		$16K Buy
2,645
+173
+7% +$892 0.01% 1246
2023
Q1 		$12K Buy
2,472
+209
+9% +$1.11K 0.01% 1246
2022
Q4 		$13K Buy
2,263
+22
+1% +$145 0.01% 1215
2022
Q3 		$14K Buy
2,241
+808
+56% +$5.59K 0.01% 1137
2022
Q2 		$9K Sell
1,433
-1,107
-44% -$8.56K 0.01% 1272
2022
Q1 		$18K Buy
2,540
+1,097
+76% +$5.52K 0.01% 1101
2021
Q4 		$7K Buy
+1,443
New +$7.19K 0.01% 1192

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

Covestor's SWN Position: Q4 2024 in Review

Covestor sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 1,945 shares — an estimated $14K sold.

Covestor first reported a position in SWN in Q4 2021 and held it in 12 quarters. The position peaked at $130K in Q3 2023. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Covestor reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Covestor sold 1,945 Southwestern Energy Company shares in Q4 2024, an estimated $14K.
  • Covestor first reported a position in Southwestern Energy Company in Q4 2021 and held it in 12 quarters.
  • Covestor's Southwestern Energy Company position peaked at $130K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Covestor's 13F filing for Q4 2024, filed 13 Feb 2025.