PCIA
SWN

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 $1.04B 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

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.