Venturi Wealth Management, LLC

SEC CIK: 0001666363
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

SWN holding history

Southwestern Energy Co in every 13F filed by Venturi Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SWN overview All 13F holders of SWN Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of SWN by Venturi Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−300−100.0%	Sold out	Holders
Q3 2024	300	$2.13K	<0.1%	+300	New	Holders
Q1 2024	0	$0	0.0%	−690−100.0%	Sold out	Holders
Q4 2023	690	$4.52K	<0.1%	+690	New	Holders