SFG
SWN

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

Steward 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
2023
Q3 		$3K Buy
+505
New +$3.22K ﹤0.01% 905
2022
Q3 		– Sell
-265
Closed -$1K – 1410
2022
Q2 		$1K Buy
+265
New +$2.05K ﹤0.01% 920

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's SWN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Southwestern Energy Company (SWN) in Q3 2023: 505 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SWN as recently as Q2 2022.

Steward Financial Group first reported a position in SWN in Q2 2022 and has held it in 2 quarters since. 464 funds tracked by Wall St. Rank hold SWN as of Q3 2023.

  • Steward Financial Group held 505 shares of Southwestern Energy Company worth $3K as of Q3 2023.
  • Southwestern Energy Company was a new Steward Financial Group position in Q3 2023.
  • Southwestern Energy Company made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #905 holding.
  • Steward Financial Group first reported a position in Southwestern Energy Company in Q2 2022 and has held it in 2 quarters since.
  • 464 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.