Inspire Advisors’s Southwestern Energy Company SWN Stock Holding History

Inspire 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
2024 Q4	–	Sell	-28,490	Closed	-$203K	–	472
2024 Q3	$203K	Buy	28,490 +2,785	+11%	+$18K	0.02%	386
2024 Q2	$173K	Sell	25,705 -3,806	-13%	-$27.8K	0.02%	346
2024 Q1	$224K	Buy	+29,511	New	+$200K	0.03%	302

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 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

Inspire Advisors's SWN Position: Q4 2024 in Review

Inspire Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 28,490 shares — an estimated $203K sold.

Inspire Advisors first reported a position in SWN in Q1 2024 and held it in 3 quarters. The position peaked at $224K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Inspire Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Inspire Advisors sold 28,490 Southwestern Energy Company shares in Q4 2024, an estimated $203K.
Inspire Advisors first reported a position in Southwestern Energy Company in Q1 2024 and held it in 3 quarters.
Inspire Advisors's Southwestern Energy Company position peaked at $224K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Inspire Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.