Fifth Third Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

Fifth Third 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	-73,608	Closed	-$523K	–	773
2024 Q3	$523K	Buy	73,608 +280	+0.4%	+$1.81K	0.03%	298
2024 Q2	$493K	Buy	73,328 +54,818	+296%	+$400K	0.04%	276
2024 Q1	$140K	Buy	18,510 +4,075	+28%	+$27.7K	0.02%	244
2023 Q4	$94.5K	Buy	+14,435	New	+$96.4K	0.03%	169
2023 Q3	–	Sell	-29,720	Closed	-$179K	–	163
2023 Q2	$179K	Buy	+29,720	New	+$153K	0.12%	137

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 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

Fifth Third Wealth Advisors's SWN Position: Q4 2024 in Review

Fifth Third Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 73,608 shares — an estimated $523K sold.

Fifth Third Wealth Advisors first reported a position in SWN in Q2 2023 and held it in 5 quarters. The position peaked at $523K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Fifth Third Wealth Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Fifth Third Wealth Advisors sold 73,608 Southwestern Energy Company shares in Q4 2024, an estimated $523K.
Fifth Third Wealth Advisors first reported a position in Southwestern Energy Company in Q2 2023 and held it in 5 quarters.
Fifth Third Wealth Advisors's Southwestern Energy Company position peaked at $523K in Q3 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Fifth Third Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.