Cerity Partners
SWN

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 $1.04B 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
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