ER
SWN

Enlightenment Research’s Southwestern Energy Company SWN Stock Holding History

Enlightenment Research’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
2022
Q4 		– Sell
-18,800
Closed -$115K – 91
2022
Q3 		$115K Buy
+18,800
New +$130K 0.25% 90
2020
Q3 		– Sell
-16,500
Closed -$42K – 127
2020
Q2 		$42K Buy
+16,500
New +$47.1K 0.1% 75
2019
Q3 		– Sell
-47,200
Closed -$186K – 294
2019
Q2 		$186K Buy
+47,200
New +$183K 0.09% 252
2019
Q1 		– Sell
-19,500
Closed -$66K – 712
2018
Q4 		$66K Buy
+19,500
New +$95.9K 0.08% 247

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

Enlightenment Research's SWN Position: Q4 2022 in Review

Enlightenment Research sold out of Southwestern Energy Company (SWN) in Q4 2022, closing a stake of 18,800 shares — an estimated $115K sold.

Enlightenment Research first reported a position in SWN in Q4 2018 and held it in 4 quarters. The position peaked at $186K in Q2 2019. 463 funds tracked by Wall St. Rank hold SWN as of Q4 2022.

  • Enlightenment Research reported no remaining Southwestern Energy Company position as of Q4 2022 after selling out during the quarter.
  • Enlightenment Research sold 18,800 Southwestern Energy Company shares in Q4 2022, an estimated $115K.
  • Enlightenment Research first reported a position in Southwestern Energy Company in Q4 2018 and held it in 4 quarters.
  • Enlightenment Research's Southwestern Energy Company position peaked at $186K in Q2 2019.
  • 463 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.