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Southwestern Energy Company shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Southwestern Energy Company (SWN) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Southwestern Energy Company

Tip: Access up to 7 years of quarterly data

All positions including Southwestern Energy Company held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southwestern Energy Company by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $193k 25k 7.58
2023-12-31 $166k 25k 6.55
2023-09-30 $170k 26k 6.45
2023-06-30 $164k 27k 6.01

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Southwestern Energy Company

Vanguard Group
T. Rowe Price Associates
Dimensional Fund Advisors
D. E. Shaw & Co
Kopernik Global Investors
Kimmeridge Energy Management Company
Neuberger Berman Group
Key Group Holdings
Ridgemont Partners Management
Alliancebernstein
Bank of America Corporation
EnCap Energy Capital Fund IX
Allspring Global Investments Holdings
Bank of New York Mellon
Arrowstreet Capital, Limited Partnership

View all funds holding Southwestern Energy Company