MassMutual Private Wealth & Trust’s Southwestern Energy Company SWN Stock Holding History

MassMutual Private Wealth & Trust’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	-5,629	Closed	-$40K	–	2388
2024 Q3	$40K	Buy	5,629 +106	+2%	+$684	﹤0.01%	719
2024 Q2	$37.2K	Sell	5,523 -49	-0.9%	-$358	﹤0.01%	703
2024 Q1	$42.2K	Buy	5,572 +23	+0.4%	+$156	﹤0.01%	651
2023 Q4	$36.3K	Sell	5,549 -407	-7%	-$2.72K	﹤0.01%	685
2023 Q3	$38.4K	Hold	5,956	–	–	﹤0.01%	656
2023 Q2	$35.8K	Buy	5,956 +927	+18%	+$4.78K	﹤0.01%	629
2023 Q1	$25.1K	Buy	5,029 +4,320	+609%	+$22.9K	﹤0.01%	672
2022 Q4	$4K	Buy	709 +165	+30%	+$1.08K	﹤0.01%	1110
2022 Q3	$3K	Buy	544 +227	+72%	+$1.57K	﹤0.01%	1149
2022 Q2	$2K	Sell	317 -31	-9%	-$240	﹤0.01%	1226
2022 Q1	$2K	Buy	348 +92	+36%	+$463	﹤0.01%	1226
2021 Q4	$1K	Sell	256 -1,109	-81%	-$5.52K	﹤0.01%	1348
2021 Q3	$8K	Buy	1,365 +1,109	+433%	+$5.42K	﹤0.01%	765
2021 Q2	$1K	Hold	256	–	–	﹤0.01%	1188
2021 Q1	$1K	Buy	+256	New	+$1.03K	﹤0.01%	1074
2017 Q1	–	Sell	-18,489	Closed	-$200K	–	1066
2016 Q4	$200K	Buy	+18,489	New	+$212K	0.02%	275
2016 Q2	$254K	Buy	20,226 +424	+2%	+$5.14K	0.03%	284
2016 Q1	$160K	Buy	19,802 +2,848	+17%	+$21.8K	0.02%	303
2015 Q4	$121K	Buy	+16,954	New	+$166K	0.02%	315

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 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

MassMutual Private Wealth & Trust's SWN Position: Q4 2024 in Review

MassMutual Private Wealth & Trust sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 5,629 shares — an estimated $40K sold.

MassMutual Private Wealth & Trust first reported a position in SWN in Q4 2015 and held it in 19 quarters. The position peaked at $254K in Q2 2016. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

MassMutual Private Wealth & Trust reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 5,629 Southwestern Energy Company shares in Q4 2024, an estimated $40K.
MassMutual Private Wealth & Trust first reported a position in Southwestern Energy Company in Q4 2015 and held it in 19 quarters.
MassMutual Private Wealth & Trust's Southwestern Energy Company position peaked at $254K in Q2 2016.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.