Rise Advisors’s Southwestern Energy Company SWN Stock Holding History

Rise 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	-3,303	Closed	-$23.5K	–	1244
2024 Q3	$23.5K	Hold	3,303	–	–	0.01%	576
2024 Q2	$22.2K	Hold	3,303	–	–	0.01%	565
2024 Q1	$25K	Buy	+3,303	New	+$22.4K	0.01%	493

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

Rise Advisors's SWN Position: Q4 2024 in Review

Rise Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 3,303 shares — an estimated $23.5K sold.

Rise Advisors first reported a position in SWN in Q1 2024 and held it in 3 quarters. The position peaked at $25K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Rise Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Rise Advisors sold 3,303 Southwestern Energy Company shares in Q4 2024, an estimated $23.5K.
Rise Advisors first reported a position in Southwestern Energy Company in Q1 2024 and held it in 3 quarters.
Rise Advisors's Southwestern Energy Company position peaked at $25K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.