Smartleaf Asset Management’s Southwestern Energy Company SWN Stock Holding History

Smartleaf Asset Management’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	-1,289	Closed	-$9.22K	–	3047
2024 Q3	$9.22K	Buy	1,289 +323	+33%	+$2.08K	﹤0.01%	1800
2024 Q2	$6.49K	Buy	966 +821	+566%	+$5.99K	﹤0.01%	1664
2024 Q1	$1.09K	Buy	145 +117	+418%	+$794	﹤0.01%	1605
2023 Q4	$0	Buy	+28	New	+$187	﹤0.01%	1252

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

Smartleaf Asset Management's SWN Position: Q4 2024 in Review

Smartleaf Asset Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 1,289 shares — an estimated $9.22K sold.

Smartleaf Asset Management first reported a position in SWN in Q4 2023 and held it in 4 quarters. The position peaked at $9.22K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Smartleaf Asset Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Smartleaf Asset Management sold 1,289 Southwestern Energy Company shares in Q4 2024, an estimated $9.22K.
Smartleaf Asset Management first reported a position in Southwestern Energy Company in Q4 2023 and held it in 4 quarters.
Smartleaf Asset Management's Southwestern Energy Company position peaked at $9.22K in Q3 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Smartleaf Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.