Montgomery Investment Management’s Southwestern Energy Company SWN Stock Holding History

Montgomery Investment 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	-20,100	Closed	-$143K	–	93
2024 Q3	$143K	Hold	20,100	–	–	0.05%	90
2024 Q2	$135K	Hold	20,100	–	–	0.05%	90
2024 Q1	$152K	Buy	+20,100	New	+$136K	0.06%	87

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

Montgomery Investment Management's SWN Position: Q4 2024 in Review

Montgomery Investment Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 20,100 shares — an estimated $143K sold.

Montgomery Investment Management first reported a position in SWN in Q1 2024 and held it in 3 quarters. The position peaked at $152K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Montgomery Investment Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Montgomery Investment Management sold 20,100 Southwestern Energy Company shares in Q4 2024, an estimated $143K.
Montgomery Investment Management first reported a position in Southwestern Energy Company in Q1 2024 and held it in 3 quarters.
Montgomery Investment Management's Southwestern Energy Company position peaked at $152K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Montgomery Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.