Planning Capital Management Corporation’s Southwestern Energy Company SWN Stock Holding History

Planning Capital Management Corporation’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 Q3	$4.27K	Buy	+600	New	+$3.87K	﹤0.01%	527

Other funds holding SWN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Planning Capital Management Corporation's SWN Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Southwestern Energy Company (SWN) in Q3 2024: 600 shares worth $4.27K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings.

456 funds tracked by Wall St. Rank hold SWN as of Q3 2024.

Planning Capital Management Corporation held 600 shares of Southwestern Energy Company worth $4.27K as of Q3 2024.
Southwestern Energy Company was a new Planning Capital Management Corporation position in Q3 2024.
Southwestern Energy Company made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #527 holding.
456 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.