SWA
SWN

Sutton Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-21,188
Closed -$124K – 1621
2022
Q4 		$124K Sell
21,188
-1,672
-7% -$11K 0.05% 223
2022
Q3 		$140K Sell
22,860
-16,939
-43% -$117K 0.06% 207
2022
Q2 		$249K Buy
39,799
+23,767
+148% +$184K 0.1% 141
2022
Q1 		$115K Buy
16,032
+5,888
+58% +$29.6K 0.04% 229
2021
Q4 		$47.3K Buy
10,144
+238
+2% +$1.19K 0.02% 431
2021
Q3 		$54.9K Hold
9,906
– – 0.02% 375
2021
Q2 		$56.2K Hold
9,906
– – 0.02% 377
2021
Q1 		$46.1K Buy
9,906
+1,040
+12% +$4.2K 0.02% 413
2020
Q4 		$26.4K Buy
8,866
+4,899
+123% +$14.4K 0.01% 533
2020
Q3 		$9.32K Hold
3,967
– – ﹤0.01% 759
2020
Q2 		$10.2K Buy
+3,967
New +$11.3K 0.01% 702
2020
Q1 		– Sell
-7,449
Closed -$18K – 1272
2019
Q4 		$18K Buy
+7,449
New +$15.4K 0.01% 644
2017
Q2 		– Sell
-71
Closed -$580 – 1109
2017
Q1 		$580 Sell
71
-888
-93% -$7.69K ﹤0.01% 1012
2016
Q4 		$10.4K Hold
959
– – 0.01% 685
2016
Q3 		$13.3K Hold
959
– – 0.01% 583
2016
Q2 		$12.1K Buy
959
+841
+713% +$10.2K 0.01% 579
2016
Q1 		$952 Buy
+118
New +$904 ﹤0.01% 922

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Sutton Wealth Advisors's SWN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q1 2023, closing a stake of 21,188 shares — an estimated $124K sold.

Sutton Wealth Advisors first reported a position in SWN in Q1 2016 and held it in 17 quarters. The position peaked at $249K in Q2 2022. 451 funds tracked by Wall St. Rank hold SWN as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Southwestern Energy Company position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 21,188 Southwestern Energy Company shares in Q1 2023, an estimated $124K.
  • Sutton Wealth Advisors first reported a position in Southwestern Energy Company in Q1 2016 and held it in 17 quarters.
  • Sutton Wealth Advisors's Southwestern Energy Company position peaked at $249K in Q2 2022.
  • 451 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.