Annis Gardner Whiting Capital Advisors’s Southwestern Energy Company SWN Stock Holding History

Annis Gardner Whiting Capital Advisors’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 Q4	–	Sell	-780	Closed	-$5.55K	–	817
2024 Q3	$5.55K	Hold	780	–	–	﹤0.01%	626
2024 Q2	$5.25K	Hold	780	–	–	﹤0.01%	769
2024 Q1	$5.91K	Hold	780	–	–	﹤0.01%	743
2023 Q4	$5.11K	Hold	780	–	–	﹤0.01%	545
2023 Q3	$5.03K	Buy	+780	New	+$4.97K	﹤0.01%	526

Other funds holding SWN

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.07B AUM 29.17% 1-Year Est. Return

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.67B AUM 39.1% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SWN Position: Q4 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 780 shares — an estimated $5.55K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SWN in Q3 2023 and held it in 5 quarters. The position peaked at $5.91K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Annis Gardner Whiting Capital Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 780 Southwestern Energy Company shares in Q4 2024, an estimated $5.55K.
Annis Gardner Whiting Capital Advisors first reported a position in Southwestern Energy Company in Q3 2023 and held it in 5 quarters.
Annis Gardner Whiting Capital Advisors's Southwestern Energy Company position peaked at $5.91K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.