Glen Eagle Advisors’s Southwestern Energy Company SWN Stock Holding History

Glen Eagle 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
2021 Q3	–	Sell	-100	Closed	-$567	–	1098
2021 Q2	$567	Sell	100 -100	-50%	-$492	﹤0.01%	995
2021 Q1	$930	Sell	200 -250	-56%	-$1.01K	﹤0.01%	944
2020 Q4	$1.34K	Hold	450	–	–	﹤0.01%	890
2020 Q3	$1.06K	Hold	450	–	–	﹤0.01%	845
2020 Q2	$1.15K	Sell	450 -350	-44%	-$999	﹤0.01%	803
2020 Q1	$1.35K	Sell	800 -300	-27%	-$521	﹤0.01%	737
2019 Q4	$2.66K	Hold	1,100	–	–	﹤0.01%	763
2019 Q3	$2.12K	Sell	1,100 -400	-27%	-$858	﹤0.01%	704
2019 Q2	$4.74K	Hold	1,500	–	–	﹤0.01%	632
2019 Q1	$7.04K	Hold	1,500	–	–	0.01%	537
2018 Q4	$5.12K	Hold	1,500	–	–	﹤0.01%	557
2018 Q3	$7.67K	Sell	1,500 -150	-9%	-$795	0.01%	502
2018 Q2	$8.74K	Hold	1,650	–	–	0.01%	473
2018 Q1	$7.14K	Buy	1,650 +400	+32%	+$1.8K	0.01%	479
2017 Q4	$6.97K	Sell	1,250 -225	-15%	-$1.31K	0.01%	474
2017 Q3	$9.01K	Buy	1,475 +125	+9%	+$708	0.01%	447
2017 Q2	$8.21K	Hold	1,350	–	–	0.01%	423
2017 Q1	$11K	Hold	1,350	–	–	0.01%	358
2016 Q4	$14.6K	Buy	+1,350	New	+$15.5K	0.01%	307

Other funds holding SWN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

YEPX

Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YEPX

Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glen Eagle Advisors's SWN Position: Q3 2021 in Review

Glen Eagle Advisors sold out of Southwestern Energy Company (SWN) in Q3 2021, closing a stake of 100 shares — an estimated $567 sold.

Glen Eagle Advisors first reported a position in SWN in Q4 2016 and held it in 19 quarters. The position peaked at $14.6K in Q4 2016. 316 funds tracked by Wall St. Rank hold SWN as of Q3 2021.

Glen Eagle Advisors reported no remaining Southwestern Energy Company position as of Q3 2021 after selling out during the quarter.
Glen Eagle Advisors sold 100 Southwestern Energy Company shares in Q3 2021, an estimated $567.
Glen Eagle Advisors first reported a position in Southwestern Energy Company in Q4 2016 and held it in 19 quarters.
Glen Eagle Advisors's Southwestern Energy Company position peaked at $14.6K in Q4 2016.
316 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2021.

Based on Glen Eagle Advisors's 13F filing for Q3 2021, filed 13 Aug 2024.