VA
SWN

Vident Advisory’s Southwestern Energy Company SWN Stock Holding History

Vident Advisory’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
-98,247
Closed -$699K – 1562
2024
Q3 		$699K Buy
98,247
+82,297
+516% +$531K 0.02% 779
2024
Q2 		$107K Buy
+15,950
New +$116K ﹤0.01% 1351

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
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

Vident Advisory's SWN Position: Q4 2024 in Review

Vident Advisory sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 98,247 shares — an estimated $699K sold.

Vident Advisory first reported a position in SWN in Q2 2024 and held it in 2 quarters. The position peaked at $699K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Vident Advisory reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Vident Advisory sold 98,247 Southwestern Energy Company shares in Q4 2024, an estimated $699K.
  • Vident Advisory first reported a position in Southwestern Energy Company in Q2 2024 and held it in 2 quarters.
  • Vident Advisory's Southwestern Energy Company position peaked at $699K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Vident Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.