PWPS
SWN

Pinnacle Wealth Planning Services’s Southwestern Energy Company SWN Stock Holding History

Pinnacle Wealth Planning Services’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
-15,468
Closed -$110K – 578
2024
Q3 		$110K Buy
15,468
+46
+0.3% +$297 0.01% 502
2024
Q2 		$104K Sell
15,422
-810
-5% -$5.91K 0.01% 479
2024
Q1 		$123K Hold
16,232
– – 0.02% 471
2023
Q4 		$106K Sell
16,232
-27
-0.2% -$180 0.02% 456
2023
Q3 		$105K Hold
16,259
– – 0.02% 417
2023
Q2 		$97.7K Hold
16,259
– – 0.02% 434
2023
Q1 		$81.3K Sell
16,259
-315
-2% -$1.67K 0.01% 446
2022
Q4 		$97K Sell
16,574
-228
-1% -$1.5K 0.02% 401
2022
Q3 		$103K Sell
16,802
-1,807
-10% -$12.5K 0.02% 365
2022
Q2 		$116K Sell
18,609
-679
-4% -$5.25K 0.02% 374
2022
Q1 		$138K Buy
19,288
+150
+0.8% +$755 0.03% 390
2021
Q4 		$89K Buy
19,138
+352
+2% +$1.75K 0.02% 404
2021
Q3 		$104K Sell
18,786
-83
-0.4% -$405 0.02% 355
2021
Q2 		$107K Buy
18,869
+124
+0.7% +$610 0.02% 341
2021
Q1 		$87K Buy
18,745
+115
+0.6% +$465 0.02% 328
2020
Q4 		$56K Hold
18,630
– – 0.01% 738
2020
Q3 		$44K Buy
18,630
+349
+2% +$928 0.01% 274
2020
Q2 		$47K Buy
18,281
+675
+4% +$1.93K 0.02% 266
2020
Q1 		$29K Buy
+17,606
New +$30.6K 0.01% 231

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

Pinnacle Wealth Planning Services's SWN Position: Q4 2024 in Review

Pinnacle Wealth Planning Services sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 15,468 shares — an estimated $110K sold.

Pinnacle Wealth Planning Services first reported a position in SWN in Q1 2020 and held it in 19 quarters. The position peaked at $138K in Q1 2022. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Pinnacle Wealth Planning Services reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 15,468 Southwestern Energy Company shares in Q4 2024, an estimated $110K.
  • Pinnacle Wealth Planning Services first reported a position in Southwestern Energy Company in Q1 2020 and held it in 19 quarters.
  • Pinnacle Wealth Planning Services's Southwestern Energy Company position peaked at $138K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2024, filed 6 Feb 2025.