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Outlook Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

Outlook Wealth 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
-19,147
Closed -$136K – 281
2024
Q3 		$136K Sell
19,147
-20
-0.1% -$129 0.04% 253
2024
Q2 		$129K Sell
19,167
-980
-5% -$7.16K 0.04% 254
2024
Q1 		$153K Sell
20,147
-4,680
-19% -$31.8K 0.05% 254
2023
Q4 		$163K Hold
24,827
– – 0.06% 243
2023
Q3 		$160K Sell
24,827
-1,650
-6% -$10.5K 0.06% 196
2023
Q2 		$159K Hold
26,477
– – 0.06% 194
2023
Q1 		$132K Hold
26,477
– – 0.06% 176
2022
Q4 		$155K Hold
26,477
– – 0.07% 168
2022
Q3 		$162K Hold
26,477
– – 0.07% 179
2022
Q2 		$165K Sell
26,477
-400
-1% -$3.09K 0.07% 182
2022
Q1 		$193K Sell
26,877
-1,029
-4% -$5.18K 0.06% 194
2021
Q4 		$130K Hold
27,906
– – 0.04% 200
2021
Q3 		$155K Buy
+27,906
New +$136K 0.05% 206

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

Outlook Wealth Advisors's SWN Position: Q4 2024 in Review

Outlook Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 19,147 shares — an estimated $136K sold.

Outlook Wealth Advisors first reported a position in SWN in Q3 2021 and held it in 13 quarters. The position peaked at $193K in Q1 2022. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Outlook Wealth Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 19,147 Southwestern Energy Company shares in Q4 2024, an estimated $136K.
  • Outlook Wealth Advisors first reported a position in Southwestern Energy Company in Q3 2021 and held it in 13 quarters.
  • Outlook Wealth Advisors's Southwestern Energy Company position peaked at $193K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Outlook Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.