HGERS
SWN

Householder Group Estate & Retirement Specialist’s Southwestern Energy Company SWN Stock Holding History

Householder Group Estate & Retirement Specialist’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
-200
Closed -$1K – 1293
2024
Q3 		$1K Hold
200
– – ﹤0.01% 1136
2024
Q2 		$1K Hold
200
– – ﹤0.01% 1172
2024
Q1 		$1.52K Hold
200
– – ﹤0.01% 1083
2023
Q4 		$1K Buy
+200
New +$1.33K ﹤0.01% 1100

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 $59.2B AUM 26.02% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SWN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 200 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in SWN in Q4 2023 and held it in 4 quarters. The position peaked at $1.52K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 200 Southwestern Energy Company shares in Q4 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Southwestern Energy Company in Q4 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Southwestern Energy Company position peaked at $1.52K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.