LC
SWN

Lindbrook Capital’s Southwestern Energy Company SWN Stock Holding History

Lindbrook Capital’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
-5,588
Closed -$39.7K – 2954
2024
Q3 		$39.7K Sell
5,588
-1,295
-19% -$8.36K ﹤0.01% 933
2024
Q2 		$46.3K Buy
6,883
+1,033
+18% +$7.54K ﹤0.01% 827
2024
Q1 		$44.3K Sell
5,850
-897
-13% -$6.09K ﹤0.01% 819
2023
Q4 		$44.2K Buy
6,747
+1,564
+30% +$10.4K ﹤0.01% 802
2023
Q3 		$33.4K Hold
5,183
– – ﹤0.01% 827
2023
Q2 		$31.1K Sell
5,183
-550
-10% -$2.83K ﹤0.01% 887
2023
Q1 		$28.7K Sell
5,733
-1,050
-15% -$5.57K ﹤0.01% 914
2022
Q4 		$39.7K Buy
6,783
+1,164
+21% +$7.65K ﹤0.01% 779
2022
Q3 		$34K Sell
5,619
-104
-2% -$719 0.01% 790
2022
Q2 		$36K Hold
5,723
– – 0.01% 781
2022
Q1 		$41K Buy
5,723
+1,254
+28% +$6.31K 0.01% 743
2021
Q4 		$21K Hold
4,469
– – ﹤0.01% 1008
2021
Q3 		$25K Hold
4,469
– – 0.01% 669
2021
Q2 		$25K Hold
4,469
– – 0.01% 712
2021
Q1 		$21K Hold
4,469
– – ﹤0.01% 749
2020
Q4 		$13K Hold
4,469
– – ﹤0.01% 820
2020
Q3 		$11K Hold
4,469
– – ﹤0.01% 814
2020
Q2 		$11K Buy
4,469
+1,082
+32% +$3.09K ﹤0.01% 817
2020
Q1 		$6K Buy
3,387
+1,344
+66% +$2.33K ﹤0.01% 957
2019
Q4 		$5K Buy
+2,043
New +$4.22K ﹤0.01% 1122

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 $59.2B AUM 26.02% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Lindbrook Capital's SWN Position: Q4 2024 in Review

Lindbrook Capital sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 5,588 shares — an estimated $39.7K sold.

Lindbrook Capital first reported a position in SWN in Q4 2019 and held it in 20 quarters. The position peaked at $46.3K in Q2 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Lindbrook Capital reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 5,588 Southwestern Energy Company shares in Q4 2024, an estimated $39.7K.
  • Lindbrook Capital first reported a position in Southwestern Energy Company in Q4 2019 and held it in 20 quarters.
  • Lindbrook Capital's Southwestern Energy Company position peaked at $46.3K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.