MCM
SWN

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 $1.04B 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