Venturi Wealth Management’s Southwestern Energy Company SWN Stock Holding History

Venturi Wealth 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	-300	Closed	-$2.13K	–	2089
2024 Q3	$2.13K	Buy	+300	New	+$1.94K	﹤0.01%	1658
2024 Q1	–	Sell	-690	Closed	-$4.52K	–	1459
2023 Q4	$4.52K	Buy	+690	New	+$4.61K	﹤0.01%	1049

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

Venturi Wealth Management's SWN Position: Q4 2024 in Review

Venturi Wealth Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 300 shares — an estimated $2.13K sold.

Venturi Wealth Management first reported a position in SWN in Q4 2023 and held it in 2 quarters. The position peaked at $4.52K in Q4 2023. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Venturi Wealth Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Venturi Wealth Management sold 300 Southwestern Energy Company shares in Q4 2024, an estimated $2.13K.
Venturi Wealth Management first reported a position in Southwestern Energy Company in Q4 2023 and held it in 2 quarters.
Venturi Wealth Management's Southwestern Energy Company position peaked at $4.52K in Q4 2023.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.