Wintrust Investments’s Southwestern Energy Company SWN Stock Holding History

Wintrust Investments’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	-4,075	Closed	-$29K	–	520
2024 Q3	$29K	Sell	4,075 -29,175	-88%	-$188K	0.02%	415
2024 Q2	$224K	Sell	33,250 -5,000	-13%	-$36.5K	0.02%	434
2024 Q1	$290K	Buy	+38,250	New	+$260K	0.03%	385

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 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

Wintrust Investments's SWN Position: Q4 2024 in Review

Wintrust Investments sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 4,075 shares — an estimated $29K sold.

Wintrust Investments first reported a position in SWN in Q1 2024 and held it in 3 quarters. The position peaked at $290K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Wintrust Investments reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Wintrust Investments sold 4,075 Southwestern Energy Company shares in Q4 2024, an estimated $29K.
Wintrust Investments first reported a position in Southwestern Energy Company in Q1 2024 and held it in 3 quarters.
Wintrust Investments's Southwestern Energy Company position peaked at $290K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.