MFG
SWN

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 $1.04B 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