OPOWM
SWN

One Plus One Wealth Management’s Southwestern Energy Company SWN Stock Holding History

One Plus One Wealth Management’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
-22,035
Closed -$157K – 99
2024
Q3 		$157K Hold
22,035
– – 0.09% 85
2024
Q2 		$148K Sell
22,035
-5,961
-21% -$43.5K 0.08% 90
2024
Q1 		$212K Sell
27,996
-3,440
-11% -$23.4K 0.12% 91
2023
Q4 		$206K Hold
31,436
– – 0.13% 86
2023
Q3 		$203K Buy
31,436
+7,459
+31% +$47.6K 0.13% 85
2023
Q2 		$144K Buy
23,977
+399
+2% +$2.06K 0.09% 88
2023
Q1 		$118K Buy
23,578
+7,937
+51% +$42.1K 0.08% 83
2022
Q4 		$91.5K Buy
15,641
+1,391
+10% +$9.14K 0.06% 87
2022
Q3 		$87K Hold
14,250
– – 0.07% 89
2022
Q2 		$89K Hold
14,250
– – 0.07% 90
2022
Q1 		$102K Hold
14,250
– – 0.07% 90
2021
Q4 		$66K Hold
14,250
– – 0.05% 96
2021
Q3 		$79K Hold
14,250
– – 0.06% 87
2021
Q2 		$81K Hold
14,250
– – 0.06% 83
2021
Q1 		$66K Buy
+14,250
New +$57.6K 0.05% 92

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

One Plus One Wealth Management's SWN Position: Q4 2024 in Review

One Plus One Wealth Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 22,035 shares — an estimated $157K sold.

One Plus One Wealth Management first reported a position in SWN in Q1 2021 and held it in 15 quarters. The position peaked at $212K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • One Plus One Wealth Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • One Plus One Wealth Management sold 22,035 Southwestern Energy Company shares in Q4 2024, an estimated $157K.
  • One Plus One Wealth Management first reported a position in Southwestern Energy Company in Q1 2021 and held it in 15 quarters.
  • One Plus One Wealth Management's Southwestern Energy Company position peaked at $212K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on One Plus One Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.