TFC Financial Management’s Southwestern Energy Company SWN Stock Holding History

TFC Financial Management’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	-63	Closed	-$448	–	1044
2024 Q3	$448	Buy	63 +6	+11%	+$39	﹤0.01%	682
2024 Q2	$384	Hold	57	–	–	﹤0.01%	674
2024 Q1	$433	Hold	57	–	–	﹤0.01%	650
2023 Q4	$374	Hold	57	–	–	﹤0.01%	636
2023 Q3	$368	Hold	57	–	–	﹤0.01%	640
2023 Q2	$343	Buy	+57	New	+$294	﹤0.01%	630

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 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

TFC Financial Management's SWN Position: Q4 2024 in Review

TFC Financial Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 63 shares — an estimated $448 sold.

TFC Financial Management first reported a position in SWN in Q2 2023 and held it in 6 quarters. The position peaked at $448 in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

TFC Financial Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
TFC Financial Management sold 63 Southwestern Energy Company shares in Q4 2024, an estimated $448.
TFC Financial Management first reported a position in Southwestern Energy Company in Q2 2023 and held it in 6 quarters.
TFC Financial Management's Southwestern Energy Company position peaked at $448 in Q3 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on TFC Financial Management's 13F filing for Q4 2024, filed 29 Jan 2025.