PWMG
SWN

Prestige Wealth Management Group’s Southwestern Energy Company SWN Stock Holding History

Prestige Wealth Management Group’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
-241
Closed -$1.71K – 1077
2024
Q3 		$1.71K Hold
241
– – ﹤0.01% 806
2024
Q2 		$1.62K Hold
241
– – ﹤0.01% 762
2024
Q1 		$1.83K Hold
241
– – ﹤0.01% 770
2023
Q4 		$1.58K Hold
241
– – ﹤0.01% 793
2023
Q3 		$1.55K Hold
241
– – ﹤0.01% 793
2023
Q2 		$1.45K Hold
241
– – ﹤0.01% 833
2023
Q1 		$1.21K Buy
+241
New +$1.28K ﹤0.01% 863
2019
Q2 		– Sell
-25,385
Closed -$119K – 513
2019
Q1 		$119K Buy
25,385
+1,183
+5% +$5.11K 0.07% 134
2018
Q4 		$83K Buy
+24,202
New +$119K 0.06% 159

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