EF
SWN

Empowered Funds’s Southwestern Energy Company SWN Stock Holding History

Empowered Funds’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
Q3 		– Sell
-368,403
Closed -$2.48M – 1464
2024
Q2 		$2.48M Sell
368,403
-102,530
-22% -$749K 0.04% 539
2024
Q1 		$3.57M Sell
470,933
-114,650
-20% -$778K 0.06% 414
2023
Q4 		$3.84M Buy
585,583
+13,624
+2% +$91K 0.1% 301
2023
Q3 		$3.69M Sell
571,959
-12,202
-2% -$77.8K 0.11% 253
2023
Q2 		$3.51M Buy
584,161
+377,263
+182% +$1.94M 0.12% 209
2023
Q1 		$1.03M Sell
206,898
-12,432
-6% -$65.9K 0.06% 283
2022
Q4 		$1.28M Buy
219,330
+31,872
+17% +$210K 0.08% 230
2022
Q3 		$1.15M Buy
+187,458
New +$1.3M 0.11% 154

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return