KI
SWN

Kapitalo Investimentos’s Southwestern Energy Company SWN Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-13,168
Closed -$86.3K – 576
2023
Q4 		$86.3K Buy
+13,168
New +$87.9K 0.02% 405

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Kapitalo Investimentos's SWN Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Southwestern Energy Company (SWN) in Q1 2024, closing a stake of 13,168 shares — an estimated $86.3K sold.

Kapitalo Investimentos first reported a position in SWN in Q4 2023 and held it in 1 quarter. The position peaked at $86.3K in Q4 2023. 479 funds tracked by Wall St. Rank hold SWN as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Southwestern Energy Company position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 13,168 Southwestern Energy Company shares in Q1 2024, an estimated $86.3K.
  • Kapitalo Investimentos first reported a position in Southwestern Energy Company in Q4 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Southwestern Energy Company position peaked at $86.3K in Q4 2023.
  • 479 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.