Southwestern Energy Co
SWNDelisted- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0000007332
Southwestern Energy Co was delisted in 2024; its insiders filed their last Form 4 on Oct 1, 2024; 457 institutions reported holding it in 13F filings for Q3 2024, worth $8.11B in total; Appaloosa was the only superinvestor holding it.
13F holders, Q3 2024
Institutional positions in Southwestern Energy Co as of Sep 30, 2024. 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
SWN is no longer listed, so this page shows Q3 2024. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 456
- −24 vs. Q2 2024
- Shares held
- 996.7M
- +116.9M (+13.3%) vs. Q2 2024
- Total value
- $7.09B
- +$1.17B (+19.7%) vs. Q2 2024
- New holders
- 61
- 118 more added
- Sold out
- 85
- 172 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 | 457 | $8.11B |
| Q2 2024 | 483 | $6.61B |
| Q1 2024 | 477 | $7.42B |
| Q4 2023 | 477 | $6.36B |
| Q3 2023 | 465 | $6.28B |
| Q2 2023 | 442 | $5.82B |
| Q1 2023 | 452 | $4.75B |
| Q4 2022 | 463 | $5.36B |
| Q3 2022 | 472 | $5.61B |
| Q2 2022 | 434 | $6.03B |
| Q1 2022 | 383 | $7.14B |
| Q4 2021 | 339 | $4.48B |
| Q3 2021 | 317 | $4.15B |
| Q2 2021 | 317 | $3.44B |
| Q1 2021 | 301 | $2.82B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Southwestern Energy Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1 | $7 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $36 | 0.00% | +5 | New |
| Mendota Financial Group, LLC | 12 | $86 | 0.00% | +12 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $156 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 26 | $185 | 0.00% | +26 | New |
| Bryn Mawr Trust Co | 33 | $235 | 0.00% | +33 | New |
| Valued Wealth Advisors LLC | 38 | $271 | 0.00% | −13−25.5% | Reduced |
| TFC Financial Management | 63 | $448 | 0.00% | +6+10.5% | Added |
| Leonteq Securities AG | 83 | $590 | 0.00% | +63+315.0% | Added |
| Capital Performance Advisors LLP | 90 | $640 | 0.00% | +90 | New |
| Talon Private Wealth, LLC | 98 | $697 | 0.00% | +98 | New |
| Assetmark, Inc | 106 | $754 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 115 | $818 | 0.00% | +115 | New |
| Financial Management Professionals, Inc. | 117 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 146 | $1.04K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 150 | $1.07K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 165 | $1.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 176 | $1.25K | 0.00% | +16+10.0% | Added |
| AdvisorNet Financial, Inc | 180 | $1.28K | 0.00% | −171−48.7% | Reduced |
| IFP Advisors, Inc | 198 | $1.41K | 0.00% | −8,702−97.8% | Reduced |
| Westend Capital Management, LLC | 207 | $1.47K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 210 | $1.49K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 241 | $1.71K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 246 | $1.76K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 250 | $1.78K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 270 | $1.92K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 300 | $2.13K | 0.00% | +300 | New |
| Bruce G. Allen Investments, LLC | 306 | $2.18K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 310 | $2.20K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 313 | $2.23K | 0.00% | −248−44.2% | Reduced |
| Proequities, Inc. | 350 | $2.49K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 392 | $2.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 475 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 487 | $3.46K | 0.00% | −185−27.5% | Reduced |
| Armstrong Advisory Group, Inc | 500 | $3.56K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 500 | $3.56K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 532 | $3.78K | 0.00% | −9,000−94.4% | Reduced |
| Capital Advisors, Ltd. LLC | 505 | $4.00K | 0.00% | −240−32.2% | Reduced |
| Parkside Financial Bank & Trust | 593 | $4.22K | 0.00% | −2,274−79.3% | Reduced |
| Arrow Financial Corp | 600 | $4.27K | 0.00% | −400−40.0% | Reduced |
| Planning Capital Management Corp | 600 | $4.27K | 0.00% | +600 | New |
| SRS Capital Advisors, Inc. | 644 | $4.58K | 0.00% | +644 | New |
| JFS Wealth Advisors, LLC | 663 | $4.71K | 0.00% | +101+18.0% | Added |
| Atlas Capital Advisors LLC | 674 | $4.79K | 0.00% | −4,788−87.7% | Reduced |
| Colonial Trust Advisors | 675 | $4.80K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 680 | $4.83K | 0.00% | −378−35.7% | Reduced |
| Harbour Investments, Inc. | 767 | $5.45K | 0.00% | +93+13.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 780 | $5.55K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 800 | $5.69K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 929 | $6.61K | 0.02% | −411−30.7% | Reduced |
| Principal Securities, Inc. | 949 | $6.75K | 0.00% | +304+47.1% | Added |
| NBC Securities, Inc. | 1,082 | $7.00K | 0.00% | +432+66.5% | Added |
| Peoples Financial Services Corp. | 1,000 | $7.11K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,000 | $7.11K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $7.11K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,000 | $7.11K | 0.00% | +1,000 | New |
| Anchor Investment Management, LLC | 1,096 | $7.79K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,108 | $7.88K | 0.00% | +1,108 | New |
| Versant Capital Management, Inc | 1,196 | $8.50K | 0.00% | +195+19.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,276 | $9.07K | 0.00% | −2,771−68.5% | Reduced |
| Smartleaf Asset Management LLC | 1,289 | $9.22K | 0.00% | +323+33.4% | Added |
| Bessemer Group Inc | 1,436 | $10.0K | 0.00% | +536+59.6% | Added |
| GHP Investment Advisors, Inc. | 1,463 | $10.4K | 0.00% | +1,463 | New |
| Peregrine Capital Management LLC | 1,490 | $10.6K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,500 | $10.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,500 | $10.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,540 | $10.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,680 | $11.9K | 0.00% | +278+19.8% | Added |
| GeoWealth Management, LLC | 1,743 | $12.4K | 0.00% | +1,743 | New |
| ClariVest Asset Management LLC | 1,907 | $12.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,945 | $14.0K | 0.01% | −9,602−83.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 2,000 | $14.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,080 | $15.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,233 | $15.9K | 0.00% | +733+48.9% | Added |
| Red Tortoise LLC | 2,340 | $16.6K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,595 | $18.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 3,000 | $21.3K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,000 | $21.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,110 | $22.2K | 0.00% | +510+19.6% | Added |
| Investors Research Corp | 3,300 | $23.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3,303 | $23.5K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,330 | $23.7K | 0.00% | +3,330 | New |
| Umb Bank N A | 3,450 | $24.5K | 0.00% | +2,667+340.6% | Added |
| Founders Capital Management | 4,000 | $28.4K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 4,074 | $29.0K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,075 | $29.0K | 0.02% | −29,175−87.7% | Reduced |
| Clear Street Markets LLC | 4,209 | $30.0K | 0.02% | +4,209 | New |
| Skopos Labs, Inc. | 5,178 | $36.8K | 0.01% | +5,178 | New |
| Paladin Wealth, LLC | 5,377 | $38.2K | 0.03% | +5,377 | New |
| Lindbrook Capital, LLC | 5,588 | $39.7K | 0.00% | −1,295−18.8% | Reduced |
| Massmutual Trust Co FSB | 5,629 | $40.0K | 0.00% | +106+1.9% | Added |
| Piscataqua Savings Bank | 6,000 | $42.7K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,260 | $44.5K | 0.00% | +389+6.6% | Added |
| Chilton Capital Management LLC | 7,548 | $53.7K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 8,000 | $56.9K | 0.04% | −5,700−41.6% | Reduced |
| Parallel Advisors, LLC | 9,060 | $64.4K | 0.00% | +3,460+61.8% | Added |
| GAMMA Investing LLC | 9,399 | $66.8K | 0.01% | −2,821−23.1% | Reduced |
| Payden & Rygel | 9,850 | $70.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,038 | $71.0K | 0.00% | +10,038 | New |