Wealth Enhancement Advisory Services
SWN icon

Wealth Enhancement Advisory Services’s Southwestern Energy Company SWN Stock Holding History

Wealth Enhancement Advisory Services’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
-27,376
Closed -$195K – 3163
2024
Q3 		$195K Sell
27,376
-292,140
-91% -$1.89M ﹤0.01% 2456
2024
Q2 		$2.15M Buy
319,516
+298,162
+1,396% +$2.18M 0.01% 954
2024
Q1 		$162K Sell
21,354
-467
-2% -$3.17K ﹤0.01% 2235
2023
Q4 		$143K Buy
21,821
+1,433
+7% +$9.57K ﹤0.01% 2137
2023
Q3 		$132K Buy
+20,388
New +$130K ﹤0.01% 2067
2023
Q2 		– Sell
-11,353
Closed -$56.8K – 578
2023
Q1 		$56.8K Buy
+11,353
New +$60.2K ﹤0.01% 516

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

Wealth Enhancement Advisory Services's SWN Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 27,376 shares — an estimated $195K sold.

Wealth Enhancement Advisory Services first reported a position in SWN in Q1 2023 and held it in 6 quarters. The position peaked at $2.15M in Q2 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 27,376 Southwestern Energy Company shares in Q4 2024, an estimated $195K.
  • Wealth Enhancement Advisory Services first reported a position in Southwestern Energy Company in Q1 2023 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's Southwestern Energy Company position peaked at $2.15M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.