IA
SWN

IFP Advisors’s Southwestern Energy Company SWN Stock Holding History

IFP 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
2018
Q1 		– Sell
-2,000
Closed -$11K – 3850
2017
Q4 		$11K Hold
2,000
– – ﹤0.01% 2794
2017
Q3 		$12K Hold
2,000
– – ﹤0.01% 2939
2017
Q2 		$12K Hold
2,000
– – ﹤0.01% 2921
2017
Q1 		$16K Hold
2,000
– – ﹤0.01% 2658
2016
Q4 		$22K Buy
+2,000
New +$22.9K ﹤0.01% 2398

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

IFP Advisors's SWN Position: Q4 2024 in Review

IFP Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 198 shares — an estimated $1.41K sold.

IFP Advisors first reported a position in SWN in Q4 2015 and held it in 33 quarters. The position peaked at $63.2K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • IFP Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 198 Southwestern Energy Company shares in Q4 2024, an estimated $1.41K.
  • IFP Advisors first reported a position in Southwestern Energy Company in Q4 2015 and held it in 33 quarters.
  • IFP Advisors's Southwestern Energy Company position peaked at $63.2K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.