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SWN

NewEdge Advisors’s Southwestern Energy Company SWN Stock Holding History

NewEdge Advisors’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
-47,772
Closed -$340K – 4082
2024
Q3 		$340K Sell
47,772
-11,109
-19% -$71.7K ﹤0.01% 1725
2024
Q2 		$396K Sell
58,881
-529
-0.9% -$3.86K ﹤0.01% 1549
2024
Q1 		$450K Sell
59,410
-2,222
-4% -$15.1K ﹤0.01% 1404
2023
Q4 		$404K Sell
61,632
-1,871
-3% -$12.5K ﹤0.01% 1400
2023
Q3 		$410K Sell
63,503
-499
-0.8% -$3.18K ﹤0.01% 1271
2023
Q2 		$385K Buy
64,002
+62,799
+5,220% +$324K ﹤0.01% 1328
2023
Q1 		$6.01K Buy
1,203
+200
+20% +$1.06K ﹤0.01% 2721
2022
Q4 		$1.76K Buy
+1,003
New +$6.59K ﹤0.01% 2874
2021
Q1 		– Sell
-165,800
Closed -$494K – 1123
2020
Q4 		$494K Buy
165,800
+80,000
+93% +$236K 0.02% 627
2020
Q3 		$202K Sell
85,800
-200
-0.2% -$532 0.01% 831
2020
Q2 		$220K Hold
86,000
– – 0.01% 754
2020
Q1 		$145K Buy
+86,000
New +$149K 0.01% 730
2017
Q3 		– Sell
-7,952
Closed -$46.5K – 1174
2017
Q2 		$46.5K Buy
+7,952
New +$54.9K 0.01% 546

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
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

NewEdge Advisors's SWN Position: Q4 2024 in Review

NewEdge Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 47,772 shares — an estimated $340K sold.

NewEdge Advisors first reported a position in SWN in Q2 2017 and held it in 13 quarters. The position peaked at $494K in Q4 2020. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • NewEdge Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 47,772 Southwestern Energy Company shares in Q4 2024, an estimated $340K.
  • NewEdge Advisors first reported a position in Southwestern Energy Company in Q2 2017 and held it in 13 quarters.
  • NewEdge Advisors's Southwestern Energy Company position peaked at $494K in Q4 2020.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.