Trust Point Inc’s Southwestern Energy Company SWN Stock Holding History

Trust Point Inc’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	-19,618	Closed	-$139K	–	591
2024 Q3	$139K	Sell	19,618 -244	-1%	-$1.57K	0.01%	507
2024 Q2	$134K	Sell	19,862 -1,818	-8%	-$13.3K	0.01%	486
2024 Q1	$164K	Buy	21,680 +773	+4%	+$5.25K	0.01%	515
2023 Q4	$137K	Buy	+20,907	New	+$140K	0.01%	489

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

Trust Point Inc's SWN Position: Q4 2024 in Review

Trust Point Inc sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 19,618 shares — an estimated $139K sold.

Trust Point Inc first reported a position in SWN in Q4 2023 and held it in 4 quarters. The position peaked at $164K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Trust Point Inc reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Trust Point Inc sold 19,618 Southwestern Energy Company shares in Q4 2024, an estimated $139K.
Trust Point Inc first reported a position in Southwestern Energy Company in Q4 2023 and held it in 4 quarters.
Trust Point Inc's Southwestern Energy Company position peaked at $164K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Trust Point Inc's 13F filing for Q4 2024, filed 24 Jan 2025.