PWA
SWN

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

PCG 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
Q1 		– Sell
-59,544
Closed -$390K – 119
2023
Q4 		$390K Sell
59,544
-79,648
-57% -$532K 0.22% 68
2023
Q3 		$898K Buy
139,192
+1,250
+0.9% +$7.97K 0.59% 43
2023
Q2 		$829K Sell
137,942
-13,465
-9% -$69.4K 0.51% 47
2023
Q1 		$757K Buy
151,407
+115,481
+321% +$613K 0.48% 51
2022
Q4 		$210K Sell
35,926
-426
-1% -$2.8K 0.13% 97
2022
Q3 		$222K Buy
36,352
+15,176
+72% +$105K 0.08% 125
2022
Q2 		$132K Buy
21,176
+8,750
+70% +$67.6K 0.09% 87
2022
Q1 		$89K Buy
+12,426
New +$62.6K 0.06% 83

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return