Cerity Partners’s Southwestern Energy Company SWN Stock Holding History

Cerity Partners’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	-67,017	Closed	-$476K	–	2649
2024 Q3	$476K	Sell	67,017 -54,945	-45%	-$355K	﹤0.01%	1797
2024 Q2	$821K	Buy	121,962 +36,827	+43%	+$269K	﹤0.01%	1315
2024 Q1	$645K	Buy	85,135 +27,204	+47%	+$185K	﹤0.01%	1481
2023 Q4	$379K	Buy	57,931 +2,443	+4%	+$16.3K	﹤0.01%	1401
2023 Q3	$358K	Buy	+55,488	New	+$354K	﹤0.01%	1090

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

Cerity Partners's SWN Position: Q4 2024 in Review

Cerity Partners sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 67,017 shares — an estimated $476K sold.

Cerity Partners first reported a position in SWN in Q3 2023 and held it in 5 quarters. The position peaked at $821K in Q2 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Cerity Partners reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Cerity Partners sold 67,017 Southwestern Energy Company shares in Q4 2024, an estimated $476K.
Cerity Partners first reported a position in Southwestern Energy Company in Q3 2023 and held it in 5 quarters.
Cerity Partners's Southwestern Energy Company position peaked at $821K in Q2 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.