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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 $1.07B 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

Prestige Wealth Management Group's SWN Position: Q4 2024 in Review

Prestige Wealth Management Group sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 241 shares — an estimated $1.71K sold.

Prestige Wealth Management Group first reported a position in SWN in Q4 2018 and held it in 9 quarters. The position peaked at $119K in Q1 2019. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Prestige Wealth Management Group reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 241 Southwestern Energy Company shares in Q4 2024, an estimated $1.71K.
  • Prestige Wealth Management Group first reported a position in Southwestern Energy Company in Q4 2018 and held it in 9 quarters.
  • Prestige Wealth Management Group's Southwestern Energy Company position peaked at $119K in Q1 2019.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Prestige Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.