Vanguard Personalized Indexing Management
SWN

Vanguard Personalized Indexing Management’s Southwestern Energy Company SWN Stock Holding History

Vanguard Personalized Indexing 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
-126,438
Closed -$899K – 1907
2024
Q3 		$899K Buy
126,438
+10,933
+9% +$70.6K 0.01% 817
2024
Q2 		$777K Buy
115,505
+3,928
+4% +$28.7K 0.01% 798
2024
Q1 		$846K Sell
111,577
-35,839
-24% -$243K 0.02% 745
2023
Q4 		$966K Buy
147,416
+42,611
+41% +$285K 0.02% 668
2023
Q3 		$676K Buy
104,805
+2,676
+3% +$17.1K 0.02% 751
2023
Q2 		$614K Buy
102,129
+56,983
+126% +$294K 0.02% 797
2023
Q1 		$226K Buy
45,146
+7,814
+21% +$41.4K 0.01% 1263
2022
Q4 		$218K Sell
37,332
-18,400
-33% -$121K 0.01% 1110
2022
Q3 		$341K Buy
55,732
+2,843
+5% +$19.7K 0.02% 919
2022
Q2 		$331K Buy
52,889
+35,410
+203% +$274K 0.02% 957
2022
Q1 		$125K Buy
+17,479
New +$88K 0.01% 1155

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

Vanguard Personalized Indexing Management's SWN Position: Q4 2024 in Review

Vanguard Personalized Indexing Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 126,438 shares — an estimated $899K sold.

Vanguard Personalized Indexing Management first reported a position in SWN in Q1 2022 and held it in 11 quarters. The position peaked at $966K in Q4 2023. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Vanguard Personalized Indexing Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 126,438 Southwestern Energy Company shares in Q4 2024, an estimated $899K.
  • Vanguard Personalized Indexing Management first reported a position in Southwestern Energy Company in Q1 2022 and held it in 11 quarters.
  • Vanguard Personalized Indexing Management's Southwestern Energy Company position peaked at $966K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.