EWA
SWN

EverSource Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

EverSource Wealth 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
-11,792
Closed -$83.8K – 3843
2024
Q3 		$83.8K Sell
11,792
-1,520
-11% -$9.81K 0.01% 860
2024
Q2 		$85.9K Buy
13,312
+6,662
+100% +$48.6K 0.01% 860
2024
Q1 		$49.8K Buy
6,650
+115
+2% +$781 ﹤0.01% 985
2023
Q4 		$42.8K Sell
6,535
-78
-1% -$521 ﹤0.01% 961
2023
Q3 		$42.7K Sell
6,613
-1,961
-23% -$12.5K ﹤0.01% 874
2023
Q2 		$51.5K Buy
8,574
+7,263
+554% +$37.4K 0.01% 824
2023
Q1 		$6.55K Buy
1,311
+1,310
+131,000% +$6.95K ﹤0.01% 1547
2022
Q4 		$6 Hold
1
– – ﹤0.01% 2297
2022
Q3 		$0 Sell
1
-723
-100% -$5K ﹤0.01% 2171
2022
Q2 		$5K Buy
724
+723
+72,300% +$5.59K ﹤0.01% 1297
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1886
2021
Q4 		$0 Buy
+1
New +$5 ﹤0.01% 1781

Other funds holding SWN

MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.07B AUM 29.17% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.67B AUM 39.1% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

EverSource Wealth Advisors's SWN Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 11,792 shares — an estimated $83.8K sold.

EverSource Wealth Advisors first reported a position in SWN in Q4 2021 and held it in 12 quarters. The position peaked at $85.9K in Q2 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 11,792 Southwestern Energy Company shares in Q4 2024, an estimated $83.8K.
  • EverSource Wealth Advisors first reported a position in Southwestern Energy Company in Q4 2021 and held it in 12 quarters.
  • EverSource Wealth Advisors's Southwestern Energy Company position peaked at $85.9K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.