Principal Financial Group
SWN

Principal Financial Group’s Southwestern Energy Company SWN Stock Holding History

Principal Financial 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
Q3 		– Sell
-4,607,228
Closed -$31M – 2434
2024
Q2 		$31M Sell
4,607,228
-602,028
-12% -$4.4M 0.02% 630
2024
Q1 		$39.5M Sell
5,209,256
-1,121,718
-18% -$7.62M 0.02% 563
2023
Q4 		$41.5M Buy
6,330,974
+2,268,429
+56% +$15.1M 0.03% 509
2023
Q3 		$26.2M Sell
4,062,545
-73,308
-2% -$467K 0.02% 660
2023
Q2 		$24.9M Sell
4,135,853
-232,922
-5% -$1.2M 0.02% 714
2023
Q1 		$21.8M Buy
4,368,775
+37,340
+0.9% +$198K 0.02% 795
2022
Q4 		$25.3M Sell
4,331,435
-13,508
-0.3% -$88.8K 0.02% 677
2022
Q3 		$26.6M Sell
4,344,943
-2,604,754
-37% -$18M 0.02% 604
2022
Q2 		$43.4M Sell
6,949,697
-591,772
-8% -$4.57M 0.03% 459
2022
Q1 		$54.1M Buy
7,541,469
+613,276
+9% +$3.09M 0.03% 427
2021
Q4 		$32.3M Buy
6,928,193
+2,169,747
+46% +$10.8M 0.02% 633
2021
Q3 		$26.4M Buy
4,758,446
+156,540
+3% +$764K 0.02% 732
2021
Q2 		$26.1M Sell
4,601,906
-844,613
-16% -$4.15M 0.02% 756
2021
Q1 		$25.3M Buy
5,446,519
+123,754
+2% +$500K 0.02% 744
2020
Q4 		$15.9M Sell
5,322,765
-4,016
-0.1% -$11.8K 0.01% 937
2020
Q3 		$12.5M Buy
5,326,781
+710,435
+15% +$1.89M 0.01% 927
2020
Q2 		$11.8M Sell
4,616,346
-103,703
-2% -$296K 0.01% 960
2020
Q1 		$7.98M Sell
4,720,049
-127,383
-3% -$221K 0.01% 1032
2019
Q4 		$11.7M Buy
4,847,432
+1,889,823
+64% +$3.91M 0.01% 1160
2019
Q3 		$5.71M Buy
2,957,609
+37,823
+1% +$81.1K 0.01% 1458
2019
Q2 		$9.23M Sell
2,919,786
-28,251
-1% -$110K 0.01% 1263
2019
Q1 		$13.8M Sell
2,948,037
-178,607
-6% -$772K 0.01% 1021
2018
Q4 		$10.7M Sell
3,126,644
-6,282
-0.2% -$30.9K 0.01% 1135
2018
Q3 		$16M Buy
3,132,926
+372,267
+13% +$1.97M 0.01% 1014
2018
Q2 		$14.6M Buy
2,760,659
+127,566
+5% +$591K 0.01% 1047
2018
Q1 		$11.4M Buy
2,633,093
+88,529
+3% +$398K 0.01% 1178
2017
Q4 		$14.2M Buy
2,544,564
+371,574
+17% +$2.16M 0.01% 1047
2017
Q3 		$13.3M Buy
2,172,990
+26,934
+1% +$153K 0.01% 1055
2017
Q2 		$13M Buy
2,146,056
+1,367,151
+176% +$9.44M 0.01% 1059
2017
Q1 		$6.36M Buy
778,905
+19,216
+3% +$166K 0.01% 1451
2016
Q4 		$8.22M Sell
759,689
-32,923
-4% -$377K 0.01% 1292
2016
Q3 		$11M Buy
792,612
+73,934
+10% +$1.02M 0.01% 1061
2016
Q2 		$9.04M Buy
718,678
+135,853
+23% +$1.65M 0.01% 1120
2016
Q1 		$4.7M Buy
582,825
+19,437
+3% +$149K 0.01% 1401
2015
Q4 		$4M Sell
563,388
-8,804
-2% -$86.3K 0.01% 1449
2015
Q3 		$7.26M Buy
572,192
+34,222
+6% +$595K 0.01% 1141
2015
Q2 		$12.2M Sell
537,970
-26,980
-5% -$692K 0.02% 863
2015
Q1 		$13.1M Buy
564,950
+47,700
+9% +$1.18M 0.02% 779
2014
Q4 		$14.1M Buy
517,250
+46,040
+10% +$1.48M 0.02% 725
2014
Q3 		$16.5M Buy
471,210
+2,134
+0.5% +$85.3K 0.03% 606
2014
Q2 		$21.3M Sell
469,076
-272
-0.1% -$12.6K 0.04% 489
2014
Q1 		$21.6M Buy
469,348
+9,865
+2% +$414K 0.04% 468
2013
Q4 		$18.1M Buy
459,483
+1,140
+0.2% +$42.8K 0.03% 551
2013
Q3 		$16.7M Buy
458,343
+12,813
+3% +$486K 0.03% 548
2013
Q2 		$16.3M Buy
+445,530
New +$16.6M 0.04% 515

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group's SWN Position: Q3 2024 in Review

Principal Financial Group sold out of Southwestern Energy Company (SWN) in Q3 2024, closing a stake of 4,607,228 shares — an estimated $31M sold.

Principal Financial Group first reported a position in SWN in Q2 2013 and held it in 45 quarters. The position peaked at $54.1M in Q1 2022. 456 funds tracked by Wall St. Rank hold SWN as of Q3 2024.

  • Principal Financial Group reported no remaining Southwestern Energy Company position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 4,607,228 Southwestern Energy Company shares in Q3 2024, an estimated $31M.
  • Principal Financial Group first reported a position in Southwestern Energy Company in Q2 2013 and held it in 45 quarters.
  • Principal Financial Group's Southwestern Energy Company position peaked at $54.1M in Q1 2022.
  • 456 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.