McGowan Group Asset Management’s Southwestern Energy Company SWN Stock Holding History

McGowan Group Asset 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	-42,032	Closed	-$299K	–	136
2024 Q3	$299K	Hold	42,032	–	–	0.04%	100
2024 Q2	$283K	Hold	42,032	–	–	0.04%	102
2024 Q1	$319K	Hold	42,032	–	–	0.05%	107
2023 Q4	$275K	Buy	+42,032	New	+$281K	0.04%	109

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 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

McGowan Group Asset Management's SWN Position: Q4 2024 in Review

McGowan Group Asset Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 42,032 shares — an estimated $299K sold.

McGowan Group Asset Management first reported a position in SWN in Q4 2023 and held it in 4 quarters. The position peaked at $319K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

McGowan Group Asset Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
McGowan Group Asset Management sold 42,032 Southwestern Energy Company shares in Q4 2024, an estimated $299K.
McGowan Group Asset Management first reported a position in Southwestern Energy Company in Q4 2023 and held it in 4 quarters.
McGowan Group Asset Management's Southwestern Energy Company position peaked at $319K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on McGowan Group Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.