SHIM
SWN

Stone House Investment Management’s Southwestern Energy Company SWN Stock Holding History

Stone House 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
-1,000
Closed -$7.11K – 379
2024
Q3 		$7.11K Hold
1,000
– – ﹤0.01% 246
2024
Q2 		$6.73K Hold
1,000
– – ﹤0.01% 257
2024
Q1 		$7.58K Buy
+1,000
New +$6.79K ﹤0.01% 252
2019
Q2 		– Sell
-715
Closed -$3K – 210
2019
Q1 		$3K Buy
+715
New +$3.09K ﹤0.01% 203

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

Stone House Investment Management's SWN Position: Q4 2024 in Review

Stone House Investment Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 1,000 shares — an estimated $7.11K sold.

Stone House Investment Management first reported a position in SWN in Q1 2019 and held it in 4 quarters. The position peaked at $7.58K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Stone House Investment Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Stone House Investment Management sold 1,000 Southwestern Energy Company shares in Q4 2024, an estimated $7.11K.
  • Stone House Investment Management first reported a position in Southwestern Energy Company in Q1 2019 and held it in 4 quarters.
  • Stone House Investment Management's Southwestern Energy Company position peaked at $7.58K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Stone House Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.