EST
SWN

EA Series Trust’s Southwestern Energy Company SWN Stock Holding History

EA Series Trust’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
2023
Q2 		$3.51M Buy
+584,161
New +$3.01M 0.12% 209

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EA Series Trust's SWN Position: Q2 2023 in Review

EA Series Trust opened a new position in Southwestern Energy Company (SWN) in Q2 2023: 584,161 shares worth $3.51M. The stake represents 0.12% of the portfolio and ranks #209 among its holdings.

442 funds tracked by Wall St. Rank hold SWN as of Q2 2023.

  • EA Series Trust held 584,161 shares of Southwestern Energy Company worth $3.51M as of Q2 2023.
  • Southwestern Energy Company was a new EA Series Trust position in Q2 2023.
  • Southwestern Energy Company made up 0.12% of EA Series Trust's portfolio in Q2 2023, its #209 holding.
  • 442 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.