WealthCollab’s Southwestern Energy Company SWN Stock Holding History

WealthCollab’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	-680	Closed	-$4.83K	–	957
2024 Q3	$4.83K	Sell	680 -378	-36%	-$2.44K	﹤0.01%	618
2024 Q2	$7.12K	Hold	1,058	–	–	0.01%	499
2024 Q1	$8.02K	Sell	1,058 -457	-30%	-$3.1K	0.01%	480
2023 Q4	$9.92K	Buy	+1,515	New	+$10.1K	0.01%	416

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

WealthCollab's SWN Position: Q4 2024 in Review

WealthCollab sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 680 shares — an estimated $4.83K sold.

WealthCollab first reported a position in SWN in Q4 2023 and held it in 4 quarters. The position peaked at $9.92K in Q4 2023. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

WealthCollab reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
WealthCollab sold 680 Southwestern Energy Company shares in Q4 2024, an estimated $4.83K.
WealthCollab first reported a position in Southwestern Energy Company in Q4 2023 and held it in 4 quarters.
WealthCollab's Southwestern Energy Company position peaked at $9.92K in Q4 2023.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

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