SMH
SWN

Sanders Morris Harris’s Southwestern Energy Company SWN Stock Holding History

Sanders Morris Harris’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
-64,086
Closed -$456K – 325
2024
Q3 		$456K Sell
64,086
-25,000
-28% -$161K 0.08% 170
2024
Q2 		$600K Sell
89,086
-4,831
-5% -$35.3K 0.1% 138
2024
Q1 		$712K Buy
+93,917
New +$638K 0.13% 123
2023
Q4 		– Sell
-146,008
Closed -$942K – 264
2023
Q3 		$942K Hold
146,008
– – 0.19% 72
2023
Q2 		$878K Buy
146,008
+5,000
+4% +$25.8K 0.19% 72
2023
Q1 		$705K Buy
141,008
+5,000
+4% +$26.5K 0.25% 35
2022
Q4 		$796K Hold
136,008
– – 0.3% 72
2022
Q3 		$833K Buy
136,008
+35,000
+35% +$242K 0.2% 78
2022
Q2 		$631K Buy
101,008
+22,000
+28% +$170K 0.14% 113
2022
Q1 		$567K Hold
79,008
– – 0.11% 146
2021
Q4 		$368K Hold
79,008
– – 0.06% 211
2021
Q3 		$438K Hold
79,008
– – 0.08% 186
2021
Q2 		$448K Hold
79,008
– – 0.09% 186
2021
Q1 		$367K Sell
79,008
-15,234
-16% -$61.6K 0.08% 199
2020
Q4 		$281K Buy
+94,242
New +$278K 0.06% 225

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
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

Sanders Morris Harris's SWN Position: Q4 2024 in Review

Sanders Morris Harris sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 64,086 shares — an estimated $456K sold.

Sanders Morris Harris first reported a position in SWN in Q4 2020 and held it in 15 quarters. The position peaked at $942K in Q3 2023. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Sanders Morris Harris reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Sanders Morris Harris sold 64,086 Southwestern Energy Company shares in Q4 2024, an estimated $456K.
  • Sanders Morris Harris first reported a position in Southwestern Energy Company in Q4 2020 and held it in 15 quarters.
  • Sanders Morris Harris's Southwestern Energy Company position peaked at $942K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Sanders Morris Harris's 13F filing for Q4 2024, filed 15 Jan 2025.