WPW
SWN

Waldron Private Wealth’s Southwestern Energy Company SWN Stock Holding History

Waldron Private Wealth’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
-3,330
Closed -$23.7K – 507
2024
Q3 		$23.7K Buy
+3,330
New +$21.5K ﹤0.01% 464

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

Waldron Private Wealth's SWN Position: Q4 2024 in Review

Waldron Private Wealth sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 3,330 shares — an estimated $23.7K sold.

Waldron Private Wealth first reported a position in SWN in Q3 2024 and held it in 1 quarter. The position peaked at $23.7K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Waldron Private Wealth reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 3,330 Southwestern Energy Company shares in Q4 2024, an estimated $23.7K.
  • Waldron Private Wealth first reported a position in Southwestern Energy Company in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Southwestern Energy Company position peaked at $23.7K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.