KFI
SWN

Key Financial Inc’s Southwestern Energy Company SWN Stock Holding History

Key Financial Inc’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
-1,500
Closed -$10.7K – 1411
2024
Q3 		$10.7K Hold
1,500
– – ﹤0.01% 775
2024
Q2 		$10.1K Hold
1,500
– – ﹤0.01% 779
2024
Q1 		$11.4K Hold
1,500
– – ﹤0.01% 722
2023
Q4 		$9.82K Hold
1,500
– – ﹤0.01% 741
2023
Q3 		$9.68K Hold
1,500
– – ﹤0.01% 720
2023
Q2 		$9.02K Hold
1,500
– – ﹤0.01% 762
2023
Q1 		$7.5K Hold
1,500
– – ﹤0.01% 740
2022
Q4 		$9.18K Hold
1,500
– – ﹤0.01% 642
2022
Q3 		$9K Hold
1,500
– – ﹤0.01% 668
2022
Q2 		$10K Hold
1,500
– – 0.01% 647
2022
Q1 		$11K Hold
1,500
– – 0.01% 626
2021
Q4 		$7K Hold
1,500
– – ﹤0.01% 669
2021
Q3 		$8K Hold
1,500
– – ﹤0.01% 639
2021
Q2 		$7K Hold
1,500
– – ﹤0.01% 649
2021
Q1 		$7K Hold
1,500
– – ﹤0.01% 555
2020
Q4 		$4K Buy
+1,500
New +$4.42K ﹤0.01% 596
2020
Q2 		– Sell
-1,500
Closed -$2K – 683
2020
Q1 		$2K Buy
+1,500
New +$2.6K ﹤0.01% 620

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

Key Financial Inc's SWN Position: Q4 2024 in Review

Key Financial Inc sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 1,500 shares — an estimated $10.7K sold.

Key Financial Inc first reported a position in SWN in Q1 2020 and held it in 17 quarters. The position peaked at $11.4K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Key Financial Inc reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Key Financial Inc sold 1,500 Southwestern Energy Company shares in Q4 2024, an estimated $10.7K.
  • Key Financial Inc first reported a position in Southwestern Energy Company in Q1 2020 and held it in 17 quarters.
  • Key Financial Inc's Southwestern Energy Company position peaked at $11.4K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.