FFM
SWN

Forum Financial Management’s Southwestern Energy Company SWN Stock Holding History

Forum Financial Management’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
-15,882
Closed -$113K – 969
2024
Q3 		$113K Buy
15,882
+14
+0.1% +$90 ﹤0.01% 750
2024
Q2 		$107K Sell
15,868
-100
-0.6% -$730 ﹤0.01% 698
2024
Q1 		$121K Buy
15,968
+125
+0.8% +$849 ﹤0.01% 726
2023
Q4 		$104K Sell
15,843
-7,284
-31% -$48.6K ﹤0.01% 672
2023
Q3 		$149K Buy
23,127
+7,284
+46% +$46.4K ﹤0.01% 607
2023
Q2 		$95.2K Hold
15,843
– – ﹤0.01% 642
2023
Q1 		$79.2K Hold
15,843
– – ﹤0.01% 605
2022
Q4 		$92.7K Sell
15,843
-1,668
-10% -$11K ﹤0.01% 575
2022
Q3 		$107K Hold
17,511
– – 0.01% 517
2022
Q2 		$109K Buy
17,511
+1,672
+11% +$12.9K 0.01% 549
2022
Q1 		$113K Hold
15,839
– – 0.01% 589
2021
Q4 		$74K Buy
+15,839
New +$78.9K ﹤0.01% 647

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

Forum Financial Management's SWN Position: Q4 2024 in Review

Forum Financial Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 15,882 shares — an estimated $113K sold.

Forum Financial Management first reported a position in SWN in Q4 2021 and held it in 12 quarters. The position peaked at $149K in Q3 2023. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Forum Financial Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Forum Financial Management sold 15,882 Southwestern Energy Company shares in Q4 2024, an estimated $113K.
  • Forum Financial Management first reported a position in Southwestern Energy Company in Q4 2021 and held it in 12 quarters.
  • Forum Financial Management's Southwestern Energy Company position peaked at $149K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Forum Financial Management's 13F filing for Q4 2024, filed 13 Feb 2025.