Capstone Investment Advisors
SWN

Capstone Investment Advisors’s Southwestern Energy Company SWN Stock Holding History

Capstone Investment 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
Q1 		– Sell
-59,706
Closed -$391K – 2607
2023
Q4 		$391K Sell
59,706
-11,901
-17% -$79.5K ﹤0.01% 1461
2023
Q3 		$462K Buy
+71,607
New +$457K ﹤0.01% 1365
2017
Q3 		– Sell
-53,568
Closed -$325K – 772
2017
Q2 		$325K Buy
+53,568
New +$370K 0.01% 478
2017
Q1 		– Sell
-69,747
Closed -$754K – 1161
2016
Q4 		$754K Sell
69,747
-27,371
-28% -$313K 0.02% 491
2016
Q3 		$1.34M Buy
+97,118
New +$1.35M 0.03% 325
2015
Q4 		– Sell
-31,900
Closed -$404K – 567
2015
Q3 		$404K Sell
31,900
-13,100
-29% -$228K 0.01% 290
2015
Q2 		$1.02M Buy
+45,000
New +$1.15M 0.01% 251

Other funds holding SWN

Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return