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Private Wealth Management Group’s Southwestern Energy Company SWN Stock Holding History

Private 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
-1,680
Closed -$11.9K – 1595
2024
Q3 		$11.9K Buy
1,680
+278
+20% +$1.79K ﹤0.01% 407
2024
Q2 		$9.44K Sell
1,402
-1,882
-57% -$13.7K ﹤0.01% 457
2024
Q1 		$24.9K Buy
3,284
+91
+3% +$618 0.01% 234
2023
Q4 		$20.9K Buy
+3,193
New +$21.3K 0.01% 261

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

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

Private Wealth Management Group sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 1,680 shares — an estimated $11.9K sold.

Private Wealth Management Group first reported a position in SWN in Q4 2023 and held it in 4 quarters. The position peaked at $24.9K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Private Wealth Management Group reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 1,680 Southwestern Energy Company shares in Q4 2024, an estimated $11.9K.
  • Private Wealth Management Group first reported a position in Southwestern Energy Company in Q4 2023 and held it in 4 quarters.
  • Private Wealth Management Group's Southwestern Energy Company position peaked at $24.9K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.