Bruce G. Allen Investments’s Southwestern Energy Company SWN Stock Holding History

Bruce G. Allen Investments’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	-306	Closed	-$2.18K	–	1155
2024 Q3	$2.18K	Hold	306	–	–	﹤0.01%	697
2024 Q2	$2.06K	Hold	306	–	–	﹤0.01%	683
2024 Q1	$2.32K	Hold	306	–	–	﹤0.01%	687
2023 Q4	$2K	Buy	+306	New	+$2.04K	﹤0.01%	738

Other funds holding SWN

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Bruce G. Allen Investments's SWN Position: Q4 2024 in Review

Bruce G. Allen Investments sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 306 shares — an estimated $2.18K sold.

Bruce G. Allen Investments first reported a position in SWN in Q4 2023 and held it in 4 quarters. The position peaked at $2.32K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Bruce G. Allen Investments reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Bruce G. Allen Investments sold 306 Southwestern Energy Company shares in Q4 2024, an estimated $2.18K.
Bruce G. Allen Investments first reported a position in Southwestern Energy Company in Q4 2023 and held it in 4 quarters.
Bruce G. Allen Investments's Southwestern Energy Company position peaked at $2.32K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Bruce G. Allen Investments's 13F filing for Q4 2024, filed 10 Jan 2025.