GHP Investment Advisors’s Southwestern Energy Company SWN Stock Holding History

GHP Investment Advisors’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	-1,463	Closed	-$10.4K	–	1049
2024 Q3	$10.4K	Buy	+1,463	New	+$9.44K	﹤0.01%	712
2023 Q4	–	Sell	-1,463	Closed	-$9.85K	–	955
2023 Q3	$9.85K	Hold	1,463	–	–	﹤0.01%	704
2023 Q2	$9.48K	Buy	1,463 +728	+99%	+$3.75K	﹤0.01%	700
2023 Q1	$3.67K	Sell	735 -380	-34%	-$2.02K	﹤0.01%	798
2022 Q4	$6.52K	Hold	1,115	–	–	﹤0.01%	755
2022 Q3	$7K	Sell	1,115 -59	-5%	-$408	﹤0.01%	758
2022 Q2	$7K	Buy	1,174 +59	+5%	+$456	﹤0.01%	770
2022 Q1	$8K	Buy	+1,115	New	+$5.61K	﹤0.01%	768

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 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

GHP Investment Advisors's SWN Position: Q4 2024 in Review

GHP Investment Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 1,463 shares — an estimated $10.4K sold.

GHP Investment Advisors first reported a position in SWN in Q1 2022 and held it in 8 quarters. The position peaked at $10.4K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

GHP Investment Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
GHP Investment Advisors sold 1,463 Southwestern Energy Company shares in Q4 2024, an estimated $10.4K.
GHP Investment Advisors first reported a position in Southwestern Energy Company in Q1 2022 and held it in 8 quarters.
GHP Investment Advisors's Southwestern Energy Company position peaked at $10.4K in Q3 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

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