DGI
SWN

Disciplined Growth Investors’s Southwestern Energy Company SWN Stock Holding History

Disciplined Growth Investors’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
-31,570,774
Closed -$224M – 69
2024
Q3 		$224M Buy
31,570,774
+906,702
+3% +$5.85M 4.24% 6
2024
Q2 		$206M Buy
30,664,072
+41,592
+0.1% +$304K 3.89% 6
2024
Q1 		$232M Buy
30,622,480
+1,150,735
+4% +$7.81M 4.23% 3
2023
Q4 		$193M Buy
29,471,745
+55,540
+0.2% +$371K 4.21% 4
2023
Q3 		$190M Buy
29,416,205
+258,491
+0.9% +$1.65M 4.51% 4
2023
Q2 		$175M Buy
29,157,714
+53,821
+0.2% +$277K 3.95% 5
2023
Q1 		$146M Sell
29,103,893
-1,926,063
-6% -$10.2M 3.73% 7
2022
Q4 		$182M Buy
31,029,956
+15,166
+0% +$99.7K 4.65% 3
2022
Q3 		$190M Buy
31,014,790
+3,400,863
+12% +$23.5M 5.27% 3
2022
Q2 		$173M Buy
27,613,927
+114,744
+0.4% +$887K 4.64% 3
2022
Q1 		$197M Buy
27,499,183
+507,082
+2% +$2.55M 4.28% 1
2021
Q4 		$126M Sell
26,992,101
-266,489
-1% -$1.33M 2.53% 15
2021
Q3 		$151M Buy
27,258,590
+27,955
+0.1% +$136K 2.99% 11
2021
Q2 		$154M Buy
27,230,635
+1,360,709
+5% +$6.69M 2.95% 10
2021
Q1 		$120M Sell
25,869,926
-3,191,090
-11% -$12.9M 2.44% 14
2020
Q4 		$86.6M Sell
29,061,016
-633,208
-2% -$1.87M 1.67% 25
2020
Q3 		$69.8M Buy
29,694,224
+6,511,461
+28% +$17.3M 1.63% 26
2020
Q2 		$59.3M Sell
23,182,763
-3,336,916
-13% -$9.52M 1.44% 28
2020
Q1 		$44.8M Buy
26,519,679
+9,756,747
+58% +$16.9M 1.02% 35
2019
Q4 		$40.6M Sell
16,762,932
-945,292
-5% -$1.95M 0.67% 46
2019
Q3 		$34.2M Buy
17,708,224
+1,249,280
+8% +$2.68M 0.63% 47
2019
Q2 		$52M Buy
16,458,944
+1,589,262
+11% +$6.17M 0.97% 37
2019
Q1 		$69.7M Buy
14,869,682
+2,158,318
+17% +$9.33M 1.22% 30
2018
Q4 		$43.3M Sell
12,711,364
-281,374
-2% -$1.38M 0.89% 35
2018
Q3 		$66.4M Buy
12,992,738
+600,290
+5% +$3.18M 1.11% 32
2018
Q2 		$65.7M Sell
12,392,448
-95,122
-0.8% -$440K 1.21% 34
2018
Q1 		$54.1M Buy
12,487,570
+5,608,144
+82% +$25.2M 1.06% 34
2017
Q4 		$38.4M Buy
6,879,426
+51,514
+0.8% +$299K 0.76% 46
2017
Q3 		$41.7M Sell
6,827,912
-12,175
-0.2% -$69K 0.87% 42
2017
Q2 		$41.6M Buy
6,840,087
+2,487,525
+57% +$17.2M 0.87% 42
2017
Q1 		$35.6M Sell
4,352,562
-563
-0% -$4.87K 0.79% 44
2016
Q4 		$47.1M Buy
4,353,125
+53,950
+1% +$618K 1.08% 36
2016
Q3 		$59.5M Sell
4,299,175
-26,025
-0.6% -$361K 1.41% 29
2016
Q2 		$54.4M Buy
4,325,200
+52,475
+1% +$636K 1.37% 28
2016
Q1 		$34.5M Buy
4,272,725
+2,264,350
+113% +$17.4M 0.88% 43
2015
Q4 		$14.3M Buy
2,008,375
+550
+0% +$5.39K 0.36% 56
2015
Q3 		$25.5M Buy
+2,007,825
New +$34.9M 0.65% 50

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

Disciplined Growth Investors's SWN Position: Q4 2024 in Review

Disciplined Growth Investors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 31,570,774 shares — an estimated $224M sold.

Disciplined Growth Investors first reported a position in SWN in Q3 2015 and held it in 37 quarters. The position peaked at $232M in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Disciplined Growth Investors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Disciplined Growth Investors sold 31,570,774 Southwestern Energy Company shares in Q4 2024, an estimated $224M.
  • Disciplined Growth Investors first reported a position in Southwestern Energy Company in Q3 2015 and held it in 37 quarters.
  • Disciplined Growth Investors's Southwestern Energy Company position peaked at $232M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Disciplined Growth Investors's 13F filing for Q4 2024, filed 14 Feb 2025.