Global Retirement Partners’s Southwestern Energy Company SWN Stock Holding History

Global Retirement Partners’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	-532	Closed	-$3.78K	–	3828
2024 Q3	$3.78K	Sell	532 -9,000	-94%	-$58.1K	﹤0.01%	2688
2024 Q2	$64.2K	Buy	9,532 +8,683	+1,023%	+$63.4K	﹤0.01%	1405
2024 Q1	$6.43K	Buy	849 +70	+9%	+$475	﹤0.01%	2298
2023 Q4	$5.18K	Buy	779 +110	+16%	+$735	﹤0.01%	2311
2023 Q3	$4.05K	Hold	669	–	–	﹤0.01%	2266
2023 Q2	$4.02K	Hold	669	–	–	﹤0.01%	2288
2023 Q1	$3.12K	Sell	669 -1,260	-65%	-$6.68K	﹤0.01%	2342
2022 Q4	$11.3K	Sell	1,929 -61	-3%	-$401	﹤0.01%	1733
2022 Q3	$14K	Buy	1,990 +26	+1%	+$180	﹤0.01%	1558
2022 Q2	$12K	Buy	1,964 +264	+16%	+$2.04K	﹤0.01%	1572
2022 Q1	$13K	Buy	+1,700	New	+$8.56K	﹤0.01%	1534

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

Global Retirement Partners's SWN Position: Q4 2024 in Review

Global Retirement Partners sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 532 shares — an estimated $3.78K sold.

Global Retirement Partners first reported a position in SWN in Q1 2022 and held it in 11 quarters. The position peaked at $64.2K in Q2 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Global Retirement Partners reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Global Retirement Partners sold 532 Southwestern Energy Company shares in Q4 2024, an estimated $3.78K.
Global Retirement Partners first reported a position in Southwestern Energy Company in Q1 2022 and held it in 11 quarters.
Global Retirement Partners's Southwestern Energy Company position peaked at $64.2K in Q2 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.