FPAS
SWN

Focus Partners Advisor Solutions’s Southwestern Energy Company SWN Stock Holding History

Focus Partners Advisor Solutions’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
-22,987
Closed -$163K – 889
2024
Q3 		$163K Sell
22,987
-3,448
-13% -$22.3K ﹤0.01% 727
2024
Q2 		$178K Buy
26,435
+370
+1% +$2.7K ﹤0.01% 615
2024
Q1 		$198K Buy
+26,065
New +$177K 0.01% 587
2023
Q4 		– Sell
-22,905
Closed -$148K – 476
2023
Q3 		$148K Buy
22,905
+13
+0.1% +$83 0.01% 428
2023
Q2 		$138K Buy
22,892
+256
+1% +$1.32K 0.01% 367
2023
Q1 		$113K Hold
22,636
– – 0.01% 348
2022
Q4 		$132K Sell
22,636
-2,568
-10% -$16.9K 0.01% 326
2022
Q3 		$154K Buy
25,204
+1,687
+7% +$11.7K 0.01% 386
2022
Q2 		$147K Sell
23,517
-14,590
-38% -$113K 0.01% 347
2022
Q1 		$273K Buy
+38,107
New +$192K 0.03% 260

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
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

Focus Partners Advisor Solutions's SWN Position: Q4 2024 in Review

Focus Partners Advisor Solutions sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 22,987 shares — an estimated $163K sold.

Focus Partners Advisor Solutions first reported a position in SWN in Q1 2022 and held it in 10 quarters. The position peaked at $273K in Q1 2022. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Focus Partners Advisor Solutions reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 22,987 Southwestern Energy Company shares in Q4 2024, an estimated $163K.
  • Focus Partners Advisor Solutions first reported a position in Southwestern Energy Company in Q1 2022 and held it in 10 quarters.
  • Focus Partners Advisor Solutions's Southwestern Energy Company position peaked at $273K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2024, filed 18 Feb 2025.