Jones Financial Companies
SWN

Jones Financial Companies’s Southwestern Energy Company SWN Stock Holding History

Jones Financial Companies’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
-3,110
Closed -$22.2K – 3550
2024
Q3 		$22.2K Buy
3,110
+510
+20% +$3.29K ﹤0.01% 1922
2024
Q2 		$17.5K Buy
+2,600
New +$19K ﹤0.01% 1579
2023
Q1 		– Sell
-430
Closed -$3K – 803
2022
Q4 		$3K Buy
+430
New +$2.83K ﹤0.01% 586
2013
Q4 		– Sell
-34
Closed -$1K – 559
2013
Q3 		$1K Sell
34
-160
-82% -$6.07K ﹤0.01% 704
2013
Q2 		$7K Buy
+194
New +$7.21K ﹤0.01% 646

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

Jones Financial Companies's SWN Position: Q4 2024 in Review

Jones Financial Companies sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 3,110 shares — an estimated $22.2K sold.

Jones Financial Companies first reported a position in SWN in Q2 2013 and held it in 5 quarters. The position peaked at $22.2K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Jones Financial Companies reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 3,110 Southwestern Energy Company shares in Q4 2024, an estimated $22.2K.
  • Jones Financial Companies first reported a position in Southwestern Energy Company in Q2 2013 and held it in 5 quarters.
  • Jones Financial Companies's Southwestern Energy Company position peaked at $22.2K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.