PHS
SWN

Pekin Hardy Strauss’s Southwestern Energy Company SWN Stock Holding History

Pekin Hardy Strauss’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
-59,835
Closed -$425K – 385
2024
Q3 		$425K Hold
59,835
– – 0.05% 256
2024
Q2 		$403K Hold
59,835
– – 0.06% 244
2024
Q1 		$454K Sell
59,835
-5,000
-8% -$33.9K 0.06% 229
2023
Q4 		$425K Hold
64,835
– – 0.06% 214
2023
Q3 		$418K Hold
64,835
– – 0.07% 205
2023
Q2 		$390K Buy
64,835
+6,000
+10% +$30.9K 0.04% 211
2023
Q1 		$294K Buy
58,835
+3,000
+5% +$15.9K 0.04% 241
2022
Q4 		$327K Hold
55,835
– – 0.04% 231
2022
Q3 		$342K Buy
55,835
+2,535
+5% +$17.5K 0.05% 220
2022
Q2 		$333K Buy
+53,300
New +$412K 0.05% 236

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