SS
SWN

Sunbelt Securities’s Southwestern Energy Company SWN Stock Holding History

Sunbelt Securities’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
Closed -$7 – 1950
2024
Q3 		$7 Hold
1
– – ﹤0.01% 1842
2024
Q2 		$7 Hold
1
– – ﹤0.01% 1761
2024
Q1 		$8 Hold
1
– – ﹤0.01% 1723
2023
Q4 		$7 Hold
1
– – ﹤0.01% 1691
2023
Q3 		$6 Hold
1
– – ﹤0.01% 1759
2023
Q2 		$6 Hold
1
– – ﹤0.01% 1689
2023
Q1 		$5 Buy
+1
New +$5 ﹤0.01% 1639
2020
Q1 		– Sell
-14,722
Closed -$36K – 678
2019
Q4 		$36K Hold
14,722
– – ﹤0.01% 602
2019
Q3 		$28K Buy
+14,722
New +$31.6K ﹤0.01% 578

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

Sunbelt Securities's SWN Position: Q4 2024 in Review

Sunbelt Securities sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 1 share — an estimated $7 sold.

Sunbelt Securities first reported a position in SWN in Q3 2019 and held it in 9 quarters. The position peaked at $36K in Q4 2019. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Sunbelt Securities reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 1 Southwestern Energy Company share in Q4 2024, an estimated $7.
  • Sunbelt Securities first reported a position in Southwestern Energy Company in Q3 2019 and held it in 9 quarters.
  • Sunbelt Securities's Southwestern Energy Company position peaked at $36K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.