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

Merit 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	-139,670	Closed	-$993K	–	1198
2024 Q3	$993K	Sell	139,670 -1,151	-0.8%	-$7.43K	0.02%	430
2024 Q2	$948K	Sell	140,821 -10,171	-7%	-$74.3K	0.02%	429
2024 Q1	$1.07M	Buy	150,992 +107,710	+249%	+$731K	0.03%	386
2023 Q4	$283K	Sell	43,282 -17,177	-28%	-$115K	0.01%	639
2023 Q3	$390K	Buy	60,459 +15,291	+34%	+$97.5K	0.01%	516
2023 Q2	$271K	Sell	45,168 -425	-0.9%	-$2.19K	0.01%	616
2023 Q1	$228K	Sell	45,593 -2,742	-6%	-$14.5K	0.01%	572
2022 Q4	$283K	Buy	+48,335	New	+$318K	0.01%	551

Other funds holding SWN

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.07B AUM 29.17% 1-Year Est. Return

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.67B AUM 39.1% 1-Year Est. Return

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

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

Merit Financial Group sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 139,670 shares — an estimated $993K sold.

Merit Financial Group first reported a position in SWN in Q4 2022 and held it in 8 quarters. The position peaked at $1.07M in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Merit Financial Group reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Merit Financial Group sold 139,670 Southwestern Energy Company shares in Q4 2024, an estimated $993K.
Merit Financial Group first reported a position in Southwestern Energy Company in Q4 2022 and held it in 8 quarters.
Merit Financial Group's Southwestern Energy Company position peaked at $1.07M in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Merit Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.