LI
SWN

LMCG Investments’s Southwestern Energy Company SWN Stock Holding History

LMCG Investments’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
-14,000
Closed -$99.5K – 244
2024
Q3 		$99.5K Sell
14,000
-5,200
-27% -$33.6K 0.01% 223
2024
Q2 		$129K Sell
19,200
-200
-1% -$1.46K 0.01% 283
2024
Q1 		$147K Hold
19,400
– – 0.01% 290
2023
Q4 		$127K Hold
19,400
– – 0.01% 297
2023
Q3 		$125K Hold
19,400
– – 0.01% 290
2023
Q2 		$117K Hold
19,400
– – 0.01% 291
2023
Q1 		$97K Hold
19,400
– – 0.01% 296
2022
Q4 		$113K Buy
19,400
+200
+1% +$1.31K 0.01% 302
2022
Q3 		$118K Sell
19,200
-800
-4% -$5.53K 0.01% 314
2022
Q2 		$125K Hold
20,000
– – 0.01% 315
2022
Q1 		$143K Buy
+20,000
New +$101K 0.01% 321
2015
Q3 		$4.33M Buy
+341,588
New +$5.93M 0.09% 312

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

LMCG Investments's SWN Position: Q4 2024 in Review

LMCG Investments sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 14,000 shares — an estimated $99.5K sold.

LMCG Investments first reported a position in SWN in Q3 2015 and held it in 12 quarters. The position peaked at $4.33M in Q3 2015. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • LMCG Investments reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • LMCG Investments sold 14,000 Southwestern Energy Company shares in Q4 2024, an estimated $99.5K.
  • LMCG Investments first reported a position in Southwestern Energy Company in Q3 2015 and held it in 12 quarters.
  • LMCG Investments's Southwestern Energy Company position peaked at $4.33M in Q3 2015.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on LMCG Investments's 13F filing for Q4 2024, filed 16 Jan 2025.