SSG
SWN

Summit Securities Group’s Southwestern Energy Company SWN Stock Holding History

Summit Securities 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
-4,209
Closed -$30K – 974
2024
Q3 		$30K Buy
+4,209
New +$27.2K 0.01% 298
2024
Q1 		– Sell
-5,000
Closed -$33K – 981
2023
Q4 		$33K Sell
5,000
-4,319
-46% -$28.8K ﹤0.01% 437
2023
Q3 		$60K Buy
+9,319
New +$59.4K 0.01% 252
2023
Q1 		– Sell
-30,000
Closed -$176K – 1391
2022
Q4 		$176K Buy
+30,000
New +$197K 0.01% 509
2015
Q3 		– Sell
-1,800
Closed -$41K – 542
2015
Q2 		$41K Buy
+1,800
New +$46.2K 0.02% 248
2014
Q4 		– Sell
-1,800
Closed -$63K – 756
2014
Q3 		$63K Buy
+1,800
New +$72K 0.02% 370

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
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