Luther King Capital Management (LKCM)
SWN

Luther King Capital Management (LKCM)’s Southwestern Energy Company SWN Stock Holding History

Luther King Capital Management (LKCM)’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
-112,039
Closed -$797K – 613
2024
Q3 		$797K Sell
112,039
-5,587
-5% -$36.1K ﹤0.01% 428
2024
Q2 		$792K Buy
+117,626
New +$859K ﹤0.01% 424
2015
Q4 		– Sell
-10,937
Closed -$139K – 553
2015
Q3 		$139K Sell
10,937
-300
-3% -$5.21K ﹤0.01% 509
2015
Q2 		$255K Hold
11,237
– – ﹤0.01% 498
2015
Q1 		$261K Sell
11,237
-700
-6% -$17.4K ﹤0.01% 496
2014
Q4 		$326K Buy
11,937
+200
+2% +$6.43K ﹤0.01% 484
2014
Q3 		$410K Sell
11,737
-400
-3% -$16K ﹤0.01% 470
2014
Q2 		$552K Sell
12,137
-300
-2% -$13.9K ﹤0.01% 444
2014
Q1 		$572K Sell
12,437
-1,000
-7% -$42K ﹤0.01% 428
2013
Q4 		$528K Sell
13,437
-5,300
-28% -$199K ﹤0.01% 438
2013
Q3 		$682K Sell
18,737
-21,905
-54% -$831K 0.01% 488
2013
Q2 		$1.49M Buy
+40,642
New +$1.51M 0.01% 368

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

Luther King Capital Management (LKCM)'s SWN Position: Q4 2024 in Review

Luther King Capital Management (LKCM) sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 112,039 shares — an estimated $797K sold.

Luther King Capital Management (LKCM) first reported a position in SWN in Q2 2013 and held it in 12 quarters. The position peaked at $1.49M in Q2 2013. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Luther King Capital Management (LKCM) reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 112,039 Southwestern Energy Company shares in Q4 2024, an estimated $797K.
  • Luther King Capital Management (LKCM) first reported a position in Southwestern Energy Company in Q2 2013 and held it in 12 quarters.
  • Luther King Capital Management (LKCM)'s Southwestern Energy Company position peaked at $1.49M in Q2 2013.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2024, filed 7 Feb 2025.