ECM
SWN

Evergreen Capital Management’s Southwestern Energy Company SWN Stock Holding History

Evergreen Capital Management’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
2022
Q1 		– Sell
-2,700
Closed -$13K – 688
2021
Q4 		$13K Buy
+2,700
New +$13.4K ﹤0.01% 635
2020
Q1 		– Sell
-12,500
Closed -$30K – 506
2019
Q4 		$30K Hold
12,500
– – ﹤0.01% 470
2019
Q3 		$24K Hold
12,500
– – ﹤0.01% 418
2019
Q2 		$40K Hold
12,500
– – ﹤0.01% 435
2019
Q1 		$59K Hold
12,500
– – 0.01% 396
2018
Q4 		$43K Buy
+12,500
New +$61.5K ﹤0.01% 373
2018
Q3 		– Sell
-12,500
Closed -$66K – 408
2018
Q2 		$66K Buy
12,500
+1,000
+9% +$4.63K 0.01% 364
2018
Q1 		$49K Buy
11,500
+10,410
+955% +$46.8K ﹤0.01% 360
2017
Q4 		$6K Buy
+1,090
New +$6.34K ﹤0.01% 234

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

Evergreen Capital Management's SWN Position: Q4 2024 in Review

Evergreen Capital Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 29,759 shares — an estimated $212K sold.

Evergreen Capital Management first reported a position in SWN in Q3 2017 and held it in 28 quarters. The position peaked at $3.75M in Q4 2017. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Evergreen Capital Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 29,759 Southwestern Energy Company shares in Q4 2024, an estimated $212K.
  • Evergreen Capital Management first reported a position in Southwestern Energy Company in Q3 2017 and held it in 28 quarters.
  • Evergreen Capital Management's Southwestern Energy Company position peaked at $3.75M in Q4 2017.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Evergreen Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.