Everpar Advisors’s Southwestern Energy Company SWN Stock Holding History

Everpar 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
2024 Q4	–	Sell	-16,775	Closed	-$119K	–	285
2024 Q3	$119K	Buy	16,775 +102	+0.6%	+$658	0.06%	258
2024 Q2	$112K	Buy	+16,673	New	+$122K	0.06%	263
2024 Q1	–	Sell	-16,617	Closed	-$109K	–	290
2023 Q4	$109K	Buy	+16,617	New	+$111K	0.05%	274

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

Everpar Advisors's SWN Position: Q4 2024 in Review

Everpar Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 16,775 shares — an estimated $119K sold.

Everpar Advisors first reported a position in SWN in Q4 2023 and held it in 3 quarters. The position peaked at $119K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Everpar Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Everpar Advisors sold 16,775 Southwestern Energy Company shares in Q4 2024, an estimated $119K.
Everpar Advisors first reported a position in Southwestern Energy Company in Q4 2023 and held it in 3 quarters.
Everpar Advisors's Southwestern Energy Company position peaked at $119K in Q3 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Everpar Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.