FIM
SWN icon

Fruth Investment Management’s Southwestern Energy Company SWN Stock Holding History

Fruth Investment 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
2024
Q4 		– Sell
-12,236
Closed -$86K – 222
2024
Q3 		$86K Hold
12,236
– – 0.02% 215
2024
Q2 		$82K Hold
12,236
– – 0.02% 213
2024
Q1 		$92K Buy
12,236
+1,536
+14% +$10.4K 0.02% 218
2023
Q4 		$70K Hold
10,700
– – 0.02% 217
2023
Q3 		$69K Hold
10,700
– – 0.02% 212
2023
Q2 		$64K Hold
10,700
– – 0.02% 212
2023
Q1 		$53K Hold
10,700
– – 0.02% 217
2022
Q4 		$62K Hold
10,700
– – 0.02% 219
2022
Q3 		$65K Hold
10,700
– – 0.02% 214
2022
Q2 		$75K Hold
10,700
– – 0.02% 227
2022
Q1 		$76K Hold
10,700
– – 0.02% 227
2021
Q4 		$49K Hold
10,700
– – 0.01% 236
2021
Q3 		$59K Hold
10,700
– – 0.02% 224
2021
Q2 		$60K Hold
10,700
– – 0.02% 228
2021
Q1 		$49K Hold
10,700
– – 0.02% 222
2020
Q4 		$31K Buy
+10,700
New +$31.5K 0.01% 209

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
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

Fruth Investment Management's SWN Position: Q4 2024 in Review

Fruth Investment Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 12,236 shares — an estimated $86K sold.

Fruth Investment Management first reported a position in SWN in Q4 2020 and held it in 16 quarters. The position peaked at $92K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Fruth Investment Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Fruth Investment Management sold 12,236 Southwestern Energy Company shares in Q4 2024, an estimated $86K.
  • Fruth Investment Management first reported a position in Southwestern Energy Company in Q4 2020 and held it in 16 quarters.
  • Fruth Investment Management's Southwestern Energy Company position peaked at $92K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Fruth Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.