Southwestern Energy Co
SWNDelisted Oct 1, 2024- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0000007332
Southwestern Energy Co was delisted on Oct 1, 2024; its insiders filed their last Form 4 on Oct 1, 2024; 456 institutions reported holding it in 13F filings for Q3 2024, worth $7.09B in total; Appaloosa was the only superinvestor holding it.
13F holders, Q1 2022
Institutional positions in Southwestern Energy Co as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 383
- +47 vs. Q4 2021
- Shares held
- 1.00B
- +42.8M (+4.5%) vs. Q4 2021
- Total value
- $7.13B
- +$2.67B (+59.8%) vs. Q4 2021
- New holders
- 89
- 132 more added
- Sold out
- 42
- 96 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SWN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 1 | $1.14M |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 1 | $2.69K |
| Q1 2025 | 1 | $355.5K |
| Q4 2024 | 5 | $3.29M |
| Q3 2024 | 456 | $7.09B |
| Q2 2024 | 483 | $6.59B |
| Q1 2024 | 477 | $7.28B |
| Q4 2023 | 476 | $6.26B |
| Q3 2023 | 465 | $6.28B |
| Q2 2023 | 442 | $5.82B |
| Q1 2023 | 452 | $4.56B |
| Q4 2022 | 463 | $5.36B |
| Q3 2022 | 471 | $5.61B |
| Q2 2022 | 434 | $6.02B |
| Q1 2022 | 383 | $7.13B |
| Q4 2021 | 339 | $4.46B |
| Q3 2021 | 317 | $4.15B |
| Q2 2021 | 316 | $3.43B |
| Q1 2021 | 301 | $2.82B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Southwestern Energy Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 39 | $0 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 266 | $1.00K | 0.00% | −793−74.9% | Reduced |
| Koshinski Asset Management, Inc. | 200 | $1.43K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 402 | $2.00K | 0.00% | −7,598−95.0% | Reduced |
| IFP Advisors, Inc | 1,254 | $2.00K | 0.00% | +940+299.4% | Added |
| Proequities, Inc. | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 348 | $2.00K | 0.00% | +92+35.9% | Added |
| West Oak Capital, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 214 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 227 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 233 | $2.00K | 0.00% | +233 | New |
| AlphaMark Advisors, LLC | 409 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 455 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 369 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 487 | $3.00K | 0.00% | +125+34.5% | Added |
| JFS Wealth Advisors, LLC | 471 | $3.00K | 0.00% | +229+94.6% | Added |
| Gemmer Asset Management LLC | 424 | $3.00K | 0.00% | +424 | New |
| American Portfolios Advisors | 450 | $3.23K | 0.00% | −143−24.1% | Reduced |
| Meeder Asset Management Inc | 596 | $4.00K | 0.00% | +596 | New |
| TCTC Holdings, LLC | 800 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 823 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 944 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 1,000 | $7.17K | 0.00% | +1,000 | New |
| Hexagon Capital Partners LLC | 1,140 | $8.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 1,150 | $8.00K | 0.01% | +300+35.3% | Added |
| GHP Investment Advisors, Inc. | 1,115 | $8.00K | 0.00% | +1,115 | New |
| Fieldpoint Private Securities, LLC | 1,200 | $9.00K | 0.00% | +240+25.0% | Added |
| Key Financial Inc | 1,500 | $11.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,559 | $11.0K | 0.00% | +1,559 | New |
| Sageworth Trust Co of South Dakota | 1,732 | $12.0K | 0.02% | −745−30.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,860 | $13.0K | 0.00% | −447−19.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,813 | $13.0K | 0.00% | +1,813 | New |
| Global Retirement Partners, LLC | 1,700 | $13.0K | 0.00% | +1,700 | New |
| Fifth Third Bancorp | 1,918 | $14.0K | 0.00% | −2,131−52.6% | Reduced |
| Peoples Financial Services Corp. | 2,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 2,120 | $15.0K | 0.00% | +2,120 | New |
| Ten Capital Wealth Advisors, LLC | 2,244 | $16.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,262 | $16.2K | 0.00% | −2,749−54.9% | Reduced |
| Bedel Financial Consulting, Inc. | 2,400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,462 | $18.0K | 0.00% | −365−12.9% | Reduced |
| Covestor Ltd | 2,540 | $18.0K | 0.01% | +1,097+76.0% | Added |
| Founders Capital Management | 4,000 | $19.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,800 | $20.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 2,805 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,744 | $20.0K | 0.00% | +2,081+313.9% | Added |
| Counterpoint Mutual Funds LLC | 3,551 | $25.0K | 0.02% | +3,551 | New |
| Investors Research Corp | 3,600 | $26.0K | 0.01% | 00.0% | Unchanged |
| Jefferies Group LLC | 3,775 | $27.1K | 0.00% | +3,775 | New |
| CWM, LLC | 3,948 | $28.0K | 0.00% | +671+20.5% | Added |
| Parallel Advisors, LLC | 4,128 | $29.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 4,000 | $29.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,475 | $32.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 4,635 | $33.0K | 0.04% | +29+0.6% | Added |
| FinTrust Capital Advisors, LLC | 4,974 | $36.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,225 | $37.0K | 0.01% | −529−9.2% | Reduced |
| Dividend Assets Capital, LLC | 5,250 | $38.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,723 | $41.0K | 0.01% | +1,254+28.1% | Added |
| Exchange Traded Concepts, LLC | 7,808 | $56.0K | 0.00% | +7,808 | New |
| Lesa Sroufe & Co | 14,790 | $65.0K | 0.07% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,470 | $67.0K | 0.00% | +9,030+2,052.3% | Added |
| Jade Capital Advisors, LLC | 10,000 | $72.0K | 0.05% | −170,000−94.4% | Reduced |
| Welch & Forbes LLC | 10,000 | $72.0K | 0.00% | +10,000 | New |
| Schnieders Capital Management LLC | 10,000 | $72.0K | 0.02% | +10,000 | New |
| Intellectus Partners, LLC | 10,000 | $72.0K | 0.02% | +10,000 | New |
| Piscataqua Savings Bank | 10,250 | $73.0K | 0.05% | −1,250−10.9% | Reduced |
| Corient Capital Partners, LLC | 10,564 | $76.0K | 0.01% | −233−2.2% | Reduced |
| Fruth Investment Management | 10,700 | $76.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10,813 | $78.0K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 11,205 | $80.0K | 0.00% | +11,205 | New |
| Wealthcare Advisory Partners LLC | 11,331 | $81.0K | 0.00% | +536+5.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 10,650 | $82.0K | 0.00% | +10,650 | New |
| Sigma Planning Corp | 11,600 | $83.0K | 0.00% | −20,950−64.4% | Reduced |
| Bridgefront Capital, LLC | 11,645 | $83.0K | 0.10% | +11,645 | New |
| Ballentine Partners, LLC | 11,828 | $85.0K | 0.00% | +1,635+16.0% | Added |
| Norris Perne & French LLP | 12,200 | $87.0K | 0.01% | +12,200 | New |
| M&T Bank Corp | 12,263 | $88.0K | 0.00% | +1,266+11.5% | Added |
| PCG Wealth Advisors, LLC | 12,426 | $89.0K | 0.06% | +12,426 | New |
| Stephens Inc | 12,654 | $91.0K | 0.00% | −112−0.9% | Reduced |
| United Capital Financial Advisers, LLC | 12,689 | $91.0K | 0.00% | +12,689 | New |
| Sequoia Financial Advisors, LLC | 12,629 | $91.0K | 0.00% | +12,629 | New |
| Cross Staff Investments Inc | 12,935 | $93.0K | 0.09% | +12,935 | New |
| Archer Investment Corp | 13,000 | $93.2K | 0.03% | +13,000 | New |
| Reliant Investment Management, LLC | 13,050 | $94.0K | 0.05% | +13,050 | New |
| Moors & Cabot, Inc. | 14,000 | $100.0K | 0.01% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 14,250 | $102.0K | 0.07% | 00.0% | Unchanged |
| US Bancorp | 14,405 | $103.0K | 0.00% | −360−2.4% | Reduced |
| State of Wyoming | 14,350 | $103.0K | 0.05% | +14,350 | New |
| Transcend Wealth Collective, LLC | 14,681 | $105.0K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 14,922 | $107.0K | 0.01% | −9,922−39.9% | Reduced |
| Journey Strategic Wealth LLC | 14,857 | $107.0K | 0.01% | +1,370+10.2% | Added |
| Sandia Investment Management LP | 15,000 | $108.0K | 0.02% | −5,000−25.0% | Reduced |
| Forum Financial Management, LP | 15,839 | $113.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16,032 | $114.9K | 0.04% | +5,888+58.0% | Added |
| Mercer Global Advisors Inc | 16,254 | $117.0K | 0.00% | −452−2.7% | Reduced |
| TCWP LLC | 16,850 | $120.0K | 0.02% | +222+1.3% | Added |