Principal Securities’s Southwestern Energy Company SWN Stock Holding History

Principal Securities’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	-949	Closed	-$6.75K	–	3668
2024 Q3	$6.75K	Buy	949 +304	+47%	+$1.96K	﹤0.01%	2569
2024 Q2	$4.34K	Sell	645 -51	-7%	-$372	﹤0.01%	2688
2024 Q1	$5.28K	Buy	696 +140	+25%	+$951	﹤0.01%	2585
2023 Q4	$3.64K	Buy	+556	New	+$3.71K	﹤0.01%	2646

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 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

Principal Securities's SWN Position: Q4 2024 in Review

Principal Securities sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 949 shares — an estimated $6.75K sold.

Principal Securities first reported a position in SWN in Q4 2023 and held it in 4 quarters. The position peaked at $6.75K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Principal Securities reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Principal Securities sold 949 Southwestern Energy Company shares in Q4 2024, an estimated $6.75K.
Principal Securities first reported a position in Southwestern Energy Company in Q4 2023 and held it in 4 quarters.
Principal Securities's Southwestern Energy Company position peaked at $6.75K in Q3 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.