Bridgewater Advisors’s Southwestern Energy Company SWN Stock Holding History

Bridgewater 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 Q3	–	Sell	-81,551	Closed	-$517K	–	143
2024 Q2	$517K	Sell	81,551 -149	-0.2%	-$1.09K	0.06%	110
2024 Q1	$619K	Hold	81,700	–	–	0.09%	87
2023 Q4	$535K	Hold	81,700	–	–	0.08%	89
2023 Q3	$527K	Hold	81,700	–	–	0.08%	93
2023 Q2	$491K	Sell	81,700 -850	-1%	-$4.38K	0.1%	91
2023 Q1	$413K	Hold	82,550	–	–	0.09%	101
2022 Q4	$483K	Sell	82,550 -1,712	-2%	-$11.3K	0.12%	96
2022 Q3	$516K	Buy	84,262 +909	+1%	+$6.29K	0.14%	100
2022 Q2	$521K	Sell	83,353 -23,243	-22%	-$180K	0.11%	133
2022 Q1	$764K	Sell	106,596 -6,213	-6%	-$31.3K	0.19%	105
2021 Q4	$526K	Buy	112,809 +609	+0.5%	+$3.03K	0.12%	144
2021 Q3	$622K	Hold	112,200	–	–	0.17%	122
2021 Q2	$636K	Buy	+112,200	New	+$552K	0.2%	114

Other funds holding SWN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bridgewater Advisors's SWN Position: Q3 2024 in Review

Bridgewater Advisors sold out of Southwestern Energy Company (SWN) in Q3 2024, closing a stake of 81,551 shares — an estimated $517K sold.

Bridgewater Advisors first reported a position in SWN in Q2 2021 and held it in 13 quarters. The position peaked at $764K in Q1 2022. 456 funds tracked by Wall St. Rank hold SWN as of Q3 2024.

Bridgewater Advisors reported no remaining Southwestern Energy Company position as of Q3 2024 after selling out during the quarter.
Bridgewater Advisors sold 81,551 Southwestern Energy Company shares in Q3 2024, an estimated $517K.
Bridgewater Advisors first reported a position in Southwestern Energy Company in Q2 2021 and held it in 13 quarters.
Bridgewater Advisors's Southwestern Energy Company position peaked at $764K in Q1 2022.
456 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2024.

Based on Bridgewater Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.