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Steward Partners Investment Advisory’s Southwestern Energy Company SWN Stock Holding History

Steward Partners Investment Advisory’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
-134,275
Closed -$955K – 4151
2024
Q3 		$955K Buy
134,275
+1,671
+1% +$10.8K 0.01% 874
2024
Q2 		$892K Sell
132,604
-633
-0.5% -$4.62K 0.01% 850
2024
Q1 		$1.01M Buy
133,237
+127,837
+2,367% +$868K 0.01% 787
2023
Q4 		$35.4K Buy
5,400
+4,300
+391% +$28.7K ﹤0.01% 2131
2023
Q3 		$7.09K Sell
1,100
-713
-39% -$4.55K ﹤0.01% 2703
2023
Q2 		$10.9K Sell
1,813
-7,000
-79% -$36.1K ﹤0.01% 2541
2023
Q1 		$44.1K Sell
8,813
-1,100
-11% -$5.83K ﹤0.01% 1910
2022
Q4 		$58K Hold
9,913
– – ﹤0.01% 1775
2022
Q3 		$61K Sell
9,913
-1,000
-9% -$6.92K ﹤0.01% 1702
2022
Q2 		$68K Buy
10,913
+9,100
+502% +$70.3K ﹤0.01% 1657
2022
Q1 		$13K Buy
+1,813
New +$9.13K ﹤0.01% 2571
2021
Q2 		– Sell
-1,800
Closed -$8.37K – 7467
2021
Q1 		$8.37K Buy
+1,800
New +$7.27K ﹤0.01% 2849
2018
Q2 		– Sell
-2,613
Closed -$11K – 2568
2018
Q1 		$11K Sell
2,613
-6
-0.2% -$27 ﹤0.01% 1556
2017
Q4 		$14K Sell
2,619
-208
-7% -$1.21K ﹤0.01% 1254
2017
Q3 		$17K Sell
2,827
-151
-5% -$856 ﹤0.01% 989
2017
Q2 		$18K Buy
+2,978
New +$20.6K ﹤0.01% 903
2017
Q1 		– Sell
-62
Closed – – 1579
2016
Q4 		$0 Buy
+62
New +$710 ﹤0.01% 901

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

Steward Partners Investment Advisory's SWN Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 134,275 shares — an estimated $955K sold.

Steward Partners Investment Advisory first reported a position in SWN in Q4 2016 and held it in 17 quarters. The position peaked at $1.01M in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 134,275 Southwestern Energy Company shares in Q4 2024, an estimated $955K.
  • Steward Partners Investment Advisory first reported a position in Southwestern Energy Company in Q4 2016 and held it in 17 quarters.
  • Steward Partners Investment Advisory's Southwestern Energy Company position peaked at $1.01M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.