Doliver Advisors’s Southwestern Energy Company SWN Stock Holding History

Doliver 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
2018 Q1	–	Sell	-10,000	Closed	-$56K	–	377
2017 Q4	$56K	Buy	+10,000	New	+$58.1K	0.02%	298

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 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

Doliver Advisors's SWN Position: Q4 2024 in Review

Doliver Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 47,172 shares — an estimated $335K sold.

Doliver Advisors first reported a position in SWN in Q2 2017 and held it in 21 quarters. The position peaked at $477K in Q1 2022. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Doliver Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Doliver Advisors sold 47,172 Southwestern Energy Company shares in Q4 2024, an estimated $335K.
Doliver Advisors first reported a position in Southwestern Energy Company in Q2 2017 and held it in 21 quarters.
Doliver Advisors's Southwestern Energy Company position peaked at $477K in Q1 2022.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Doliver Advisors's 13F filing for Q4 2024, filed 6 Jan 2025.