DAC
SWN

Dividend Assets Capital’s Southwestern Energy Company SWN Stock Holding History

Dividend Assets Capital’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
Q1 		– Sell
-5,250
Closed -$34K – 385
2023
Q4 		$34K Hold
5,250
– – 0.01% 283
2023
Q3 		$34K Hold
5,250
– – 0.01% 287
2023
Q2 		$32K Hold
5,250
– – 0.01% 300
2023
Q1 		$31K Hold
5,250
– – 0.01% 328
2022
Q4 		$31K Hold
5,250
– – 0.01% 328
2022
Q3 		$32K Hold
5,250
– – 0.01% 320
2022
Q2 		$33K Hold
5,250
– – 0.01% 329
2022
Q1 		$38K Hold
5,250
– – 0.01% 320
2021
Q4 		$24K Hold
5,250
– – ﹤0.01% 365
2021
Q3 		$29K Hold
5,250
– – 0.01% 337
2021
Q2 		$30K Hold
5,250
– – 0.01% 351
2021
Q1 		$24K Hold
5,250
– – ﹤0.01% 372
2020
Q4 		$16K Buy
+5,250
New +$15.5K ﹤0.01% 398

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return