WR Wealth Planners’s Southwestern Energy Company SWN Stock Holding History

WR Wealth Planners’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	-392	Closed	-$2.79K	–	1205
2024 Q3	$2.79K	Hold	392	–	–	﹤0.01%	839
2024 Q2	$2.64K	Sell	392 -1,000	-72%	-$7.3K	﹤0.01%	828
2024 Q1	$10.6K	Buy	+1,392	New	+$9.45K	﹤0.01%	586
2023 Q4	–	Sell	-1,000	Closed	-$6.45K	–	903
2023 Q3	$6.45K	Hold	1,000	–	–	﹤0.01%	636
2023 Q2	$6.01K	Hold	1,000	–	–	﹤0.01%	651
2023 Q1	$5K	Buy	+1,000	New	+$5.3K	﹤0.01%	679

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

WR Wealth Planners's SWN Position: Q4 2024 in Review

WR Wealth Planners sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 392 shares — an estimated $2.79K sold.

WR Wealth Planners first reported a position in SWN in Q1 2023 and held it in 6 quarters. The position peaked at $10.6K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

WR Wealth Planners reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 392 Southwestern Energy Company shares in Q4 2024, an estimated $2.79K.
WR Wealth Planners first reported a position in Southwestern Energy Company in Q1 2023 and held it in 6 quarters.
WR Wealth Planners's Southwestern Energy Company position peaked at $10.6K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.