Prime Capital Investment Advisors’s Southwestern Energy Company SWN Stock Holding History

Prime Capital Investment 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 Q4	–	Sell	-11,391	Closed	-$81K	–	979
2024 Q3	$81K	Buy	+11,391	New	+$73.5K	﹤0.01%	893
2021 Q4	–	Sell	-16,146	Closed	-$89K	–	370
2021 Q3	$89K	Sell	16,146 -13,256	-45%	-$64.7K	0.01%	294
2021 Q2	$167K	Buy	29,402 +814	+3%	+$4K	0.01%	363
2021 Q1	$133K	Sell	28,588 -3,095	-10%	-$12.5K	0.01%	268
2020 Q4	$94K	Buy	+31,683	New	+$93.4K	0.01%	282

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 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

Prime Capital Investment Advisors's SWN Position: Q4 2024 in Review

Prime Capital Investment Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 11,391 shares — an estimated $81K sold.

Prime Capital Investment Advisors first reported a position in SWN in Q4 2020 and held it in 5 quarters. The position peaked at $167K in Q2 2021. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Prime Capital Investment Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Prime Capital Investment Advisors sold 11,391 Southwestern Energy Company shares in Q4 2024, an estimated $81K.
Prime Capital Investment Advisors first reported a position in Southwestern Energy Company in Q4 2020 and held it in 5 quarters.
Prime Capital Investment Advisors's Southwestern Energy Company position peaked at $167K in Q2 2021.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.