JWA
SWN

JFS Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

JFS Wealth 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
-663
Closed -$4.71K – 2015
2024
Q3 		$4.71K Buy
663
+101
+18% +$652 ﹤0.01% 1142
2024
Q2 		$3.78K Buy
562
+40
+8% +$292 ﹤0.01% 1176
2024
Q1 		$3.96K Hold
522
– – ﹤0.01% 1184
2023
Q4 		$3.42K Buy
522
+147
+39% +$982 ﹤0.01% 1214
2023
Q3 		$2.42K Buy
375
+197
+111% +$1.26K ﹤0.01% 1287
2023
Q2 		$1.07K Buy
178
+25
+16% +$129 ﹤0.01% 1582
2023
Q1 		$765 Sell
153
-263
-63% -$1.4K ﹤0.01% 1648
2022
Q4 		$2.43K Sell
416
-317
-43% -$2.08K ﹤0.01% 1299
2022
Q3 		$4K Sell
733
-92
-11% -$636 ﹤0.01% 1119
2022
Q2 		$5K Buy
825
+354
+75% +$2.74K ﹤0.01% 1030
2022
Q1 		$3K Buy
471
+229
+95% +$1.15K ﹤0.01% 1344
2021
Q4 		$1K Buy
242
+142
+142% +$707 ﹤0.01% 1645
2021
Q3 		$1K Hold
100
– – ﹤0.01% 824
2021
Q2 		$1K Hold
100
– – ﹤0.01% 589
2021
Q1 		$0 Hold
100
– – ﹤0.01% 632
2020
Q4 		$0 Hold
100
– – ﹤0.01% 644
2020
Q3 		$0 Hold
100
– – ﹤0.01% 605
2020
Q2 		$0 Hold
100
– – ﹤0.01% 584
2020
Q1 		$0 Hold
100
– – ﹤0.01% 577
2019
Q4 		$0 Hold
100
– – ﹤0.01% 557
2019
Q3 		$0 Hold
100
– – ﹤0.01% 540
2019
Q2 		$0 Hold
100
– – ﹤0.01% 489
2019
Q1 		$0 Hold
100
– – ﹤0.01% 482
2018
Q4 		$0 Hold
100
– – ﹤0.01% 550
2018
Q3 		$1K Hold
100
– – ﹤0.01% 514
2018
Q2 		$1K Hold
100
– – ﹤0.01% 447
2018
Q1 		$0 Hold
100
– – ﹤0.01% 576
2017
Q4 		$1K Hold
100
– – ﹤0.01% 519
2017
Q3 		$1K Hold
100
– – ﹤0.01% 434
2017
Q2 		$1K Hold
100
– – ﹤0.01% 408
2017
Q1 		$1K Hold
100
– – ﹤0.01% 429
2016
Q4 		$1K Hold
100
– – ﹤0.01% 429
2016
Q3 		$1K Hold
100
– – ﹤0.01% 467
2016
Q2 		$1K Sell
100
-315
-76% -$3.82K ﹤0.01% 482
2016
Q1 		$3K Buy
415
+315
+315% +$2.41K ﹤0.01% 505
2015
Q4 		$1K Hold
100
– – ﹤0.01% 525
2015
Q3 		$1K Hold
100
– – ﹤0.01% 462
2015
Q2 		$2K Hold
100
– – ﹤0.01% 475
2015
Q1 		$2K Sell
100
-140
-58% -$3.48K ﹤0.01% 471
2014
Q4 		$7K Buy
240
+140
+140% +$4.5K ﹤0.01% 415
2014
Q3 		$3K Hold
100
– – ﹤0.01% 416
2014
Q2 		$5K Buy
+100
New +$4.63K ﹤0.01% 377

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
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

JFS Wealth Advisors's SWN Position: Q4 2024 in Review

JFS Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 663 shares — an estimated $4.71K sold.

JFS Wealth Advisors first reported a position in SWN in Q2 2014 and held it in 42 quarters. The position peaked at $7K in Q4 2014. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • JFS Wealth Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 663 Southwestern Energy Company shares in Q4 2024, an estimated $4.71K.
  • JFS Wealth Advisors first reported a position in Southwestern Energy Company in Q2 2014 and held it in 42 quarters.
  • JFS Wealth Advisors's Southwestern Energy Company position peaked at $7K in Q4 2014.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.