Marathon Capital Management’s Southwestern Energy Company SWN Stock Holding History

Marathon Capital 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	-149,700	Closed	-$1.06M	–	164
2024 Q3	$1.06M	Hold	149,700	–	–	0.26%	67
2024 Q2	$1.01M	Sell	149,700 -2,250	-1%	-$16.4K	0.26%	70
2024 Q1	$1.15M	Buy	151,950 +50	+0%	+$339	0.27%	64
2023 Q4	$995K	Sell	151,900 -9,500	-6%	-$63.4K	0.25%	75
2023 Q3	$1.04M	Buy	161,400 +5,350	+3%	+$34.1K	0.26%	71
2023 Q2	$938K	Buy	156,050 +50	+0%	+$258	0.23%	73
2023 Q1	$780K	Buy	156,000 +5,700	+4%	+$30.2K	0.19%	78
2022 Q4	$879K	Hold	150,300	–	–	0.24%	73
2022 Q3	$920K	Buy	+150,300	New	+$1.04M	0.26%	68

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 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

Marathon Capital Management's SWN Position: Q4 2024 in Review

Marathon Capital Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 149,700 shares — an estimated $1.06M sold.

Marathon Capital Management first reported a position in SWN in Q3 2022 and held it in 9 quarters. The position peaked at $1.15M in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Marathon Capital Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Marathon Capital Management sold 149,700 Southwestern Energy Company shares in Q4 2024, an estimated $1.06M.
Marathon Capital Management first reported a position in Southwestern Energy Company in Q3 2022 and held it in 9 quarters.
Marathon Capital Management's Southwestern Energy Company position peaked at $1.15M in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Marathon Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.