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Harbor Investment Advisory’s Southwestern Energy Company SWN Stock Holding History

Harbor Investment Advisory’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
Q3 		– Sell
-9
Closed -$61 – 1322
2024
Q2 		$61 Sell
9
-173
-95% -$1.26K ﹤0.01% 1284
2024
Q1 		$1.38K Buy
+182
New +$1.24K ﹤0.01% 1183
2023
Q3 		– Sell
-11,805
Closed -$70.9K – 1372
2023
Q2 		$70.9K Hold
11,805
– – 0.01% 599
2023
Q1 		$59K Hold
11,805
– – 0.01% 661
2022
Q4 		$69.1K Buy
11,805
+992
+9% +$6.52K 0.01% 588
2022
Q3 		$66K Hold
10,813
– – 0.01% 593
2022
Q2 		$68K Hold
10,813
– – 0.01% 605
2022
Q1 		$78K Hold
10,813
– – 0.01% 611
2021
Q4 		$50K Buy
+10,813
New +$53.8K 0.01% 750

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harbor Investment Advisory's SWN Position: Q3 2024 in Review

Harbor Investment Advisory sold out of Southwestern Energy Company (SWN) in Q3 2024, closing a stake of 9 shares — an estimated $61 sold.

Harbor Investment Advisory first reported a position in SWN in Q4 2021 and held it in 9 quarters. The position peaked at $78K in Q1 2022. 456 funds tracked by Wall St. Rank hold SWN as of Q3 2024.

  • Harbor Investment Advisory reported no remaining Southwestern Energy Company position as of Q3 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 9 Southwestern Energy Company shares in Q3 2024, an estimated $61.
  • Harbor Investment Advisory first reported a position in Southwestern Energy Company in Q4 2021 and held it in 9 quarters.
  • Harbor Investment Advisory's Southwestern Energy Company position peaked at $78K in Q1 2022.
  • 456 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.