Talon Private Wealth’s Southwestern Energy Company SWN Stock Holding History

Talon Private Wealth’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	-98	Closed	-$697	–	354
2024 Q3	$697	Buy	+98	New	+$632	﹤0.01%	289

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 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

Talon Private Wealth's SWN Position: Q4 2024 in Review

Talon Private Wealth sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 98 shares — an estimated $697 sold.

Talon Private Wealth first reported a position in SWN in Q3 2024 and held it in 1 quarter. The position peaked at $697 in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Talon Private Wealth reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Talon Private Wealth sold 98 Southwestern Energy Company shares in Q4 2024, an estimated $697.
Talon Private Wealth first reported a position in Southwestern Energy Company in Q3 2024 and held it in 1 quarter.
Talon Private Wealth's Southwestern Energy Company position peaked at $697 in Q3 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Talon Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.