AAS
SWN

Annex Advisory Services’s Southwestern Energy Company SWN Stock Holding History

Annex Advisory Services’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
Q3 		– Sell
-18,403
Closed -$124K – 308
2024
Q2 		$124K Sell
18,403
-7,638
-29% -$55.8K ﹤0.01% 276
2024
Q1 		$197K Sell
26,041
-951,312
-97% -$6.46M 0.01% 275
2023
Q4 		$6.4M Buy
977,353
+154,496
+19% +$1.03M 0.27% 67
2023
Q3 		$5.31M Buy
822,857
+205,094
+33% +$1.31M 0.32% 64
2023
Q2 		$3.71M Buy
+617,763
New +$3.18M 0.21% 73

Other funds holding SWN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return