SMC
SWN

Smith, Moore & Co’s Southwestern Energy Company SWN Stock Holding History

Smith, Moore & Co’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
-15,500
Closed -$110K – 509
2024
Q3 		$110K Hold
15,500
– – 0.01% 457
2024
Q2 		$104K Hold
15,500
– – 0.01% 434
2024
Q1 		$117K Hold
15,500
– – 0.01% 419
2023
Q4 		$102K Hold
15,500
– – 0.01% 403
2023
Q3 		$100K Hold
15,500
– – 0.01% 372
2023
Q2 		$93.2K Buy
+15,500
New +$79.9K 0.01% 385
2019
Q1 		– Sell
-35,500
Closed -$121K – 347
2018
Q4 		$121K Sell
35,500
-2,033
-5% -$10K 0.03% 309
2018
Q3 		$192K Buy
37,533
+4,000
+12% +$21.2K 0.04% 329
2018
Q2 		$178K Buy
33,533
+500
+2% +$2.31K 0.04% 320
2018
Q1 		$143K Buy
33,033
+33
+0.1% +$148 0.04% 309
2017
Q4 		$184K Hold
33,000
– – 0.05% 289
2017
Q3 		$202K Buy
+33,000
New +$187K 0.06% 288

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

Smith, Moore & Co's SWN Position: Q4 2024 in Review

Smith, Moore & Co sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 15,500 shares — an estimated $110K sold.

Smith, Moore & Co first reported a position in SWN in Q3 2017 and held it in 12 quarters. The position peaked at $202K in Q3 2017. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Smith, Moore & Co reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Smith, Moore & Co sold 15,500 Southwestern Energy Company shares in Q4 2024, an estimated $110K.
  • Smith, Moore & Co first reported a position in Southwestern Energy Company in Q3 2017 and held it in 12 quarters.
  • Smith, Moore & Co's Southwestern Energy Company position peaked at $202K in Q3 2017.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Smith, Moore & Co's 13F filing for Q4 2024, filed 13 Feb 2025.