LFG
SWN

Larson Financial Group’s Southwestern Energy Company SWN Stock Holding History

Larson Financial Group’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
-6,260
Closed -$44.5K – 2962
2024
Q3 		$44.5K Buy
6,260
+389
+7% +$2.51K ﹤0.01% 942
2024
Q2 		$39.5K Buy
5,871
+5,750
+4,752% +$42K ﹤0.01% 870
2024
Q1 		$917 Sell
121
-14,518
-99% -$98.6K ﹤0.01% 1467
2023
Q4 		$95.9K Sell
14,639
-22,864
-61% -$153K 0.01% 498
2023
Q3 		$242K Sell
37,503
-3,885
-9% -$24.8K 0.02% 287
2023
Q2 		$249K Sell
41,388
-32,898
-44% -$170K 0.02% 284
2023
Q1 		$371K Buy
74,286
+54,776
+281% +$291K 0.04% 235
2022
Q4 		$114K Sell
19,510
-16,625
-46% -$109K 0.01% 384
2022
Q3 		$221K Sell
36,135
-16,202
-31% -$112K 0.03% 262
2022
Q2 		$327K Buy
52,337
+21,794
+71% +$168K 0.06% 136
2022
Q1 		$219K Buy
+30,543
New +$154K 0.04% 193

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

Larson Financial Group's SWN Position: Q4 2024 in Review

Larson Financial Group sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 6,260 shares — an estimated $44.5K sold.

Larson Financial Group first reported a position in SWN in Q1 2022 and held it in 11 quarters. The position peaked at $371K in Q1 2023. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Larson Financial Group reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 6,260 Southwestern Energy Company shares in Q4 2024, an estimated $44.5K.
  • Larson Financial Group first reported a position in Southwestern Energy Company in Q1 2022 and held it in 11 quarters.
  • Larson Financial Group's Southwestern Energy Company position peaked at $371K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.