Tortoise Investment Management’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-250
| Closed | -$1.78K | – | 910 |
|
|
2024
Q3 | $1.78K | Hold |
250
| – | – | ﹤0.01% | 779 |
|
|
2024
Q2 | $1.68K | Hold |
250
| – | – | ﹤0.01% | 793 |
|
|
2024
Q1 | $1.9K | Hold |
250
| – | – | ﹤0.01% | 779 |
|
|
2023
Q4 | $1.64K | Hold |
250
| – | – | ﹤0.01% | 720 |
|
|
2023
Q3 | $1.61K | Hold |
250
| – | – | ﹤0.01% | 717 |
|
|
2023
Q2 | $1.5K | Hold |
250
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $1.25K | Hold |
250
| – | – | ﹤0.01% | 720 |
|
|
2022
Q4 | $1.46K | Hold |
250
| – | – | ﹤0.01% | 712 |
|
|
2022
Q3 | $2K | Hold |
250
| – | – | ﹤0.01% | 713 |
|
|
2022
Q2 | $2K | Hold |
250
| – | – | ﹤0.01% | 699 |
|
|
2022
Q1 | $2K | Hold |
250
| – | – | ﹤0.01% | 652 |
|
|
2021
Q4 | $1K | Hold |
250
| – | – | ﹤0.01% | 642 |
|
|
2021
Q3 | $1K | Hold |
250
| – | – | ﹤0.01% | 608 |
|
|
2021
Q2 | $1K | Hold |
250
| – | – | ﹤0.01% | 590 |
|
|
2021
Q1 | $1K | Hold |
250
| – | – | ﹤0.01% | 575 |
|
|
2020
Q4 | $1K | Hold |
250
| – | – | ﹤0.01% | 535 |
|
|
2020
Q3 | $1K | Hold |
250
| – | – | ﹤0.01% | 517 |
|
|
2020
Q2 | $1K | Hold |
250
| – | – | ﹤0.01% | 496 |
|
|
2020
Q1 | $0 | Hold |
250
| – | – | ﹤0.01% | 619 |
|
|
2019
Q4 | $1K | Hold |
250
| – | – | ﹤0.01% | 585 |
|
|
2019
Q3 | $0 | Hold |
250
| – | – | ﹤0.01% | 649 |
|
|
2019
Q2 | $1K | Hold |
250
| – | – | ﹤0.01% | 619 |
|
|
2019
Q1 | $1K | Hold |
250
| – | – | ﹤0.01% | 615 |
|
|
2018
Q4 | $1K | Hold |
250
| – | – | ﹤0.01% | 536 |
|
|
2018
Q3 | $1K | Hold |
250
| – | – | ﹤0.01% | 539 |
|
|
2018
Q2 | $1K | Hold |
250
| – | – | ﹤0.01% | 557 |
|
|
2018
Q1 | $1K | Hold |
250
| – | – | ﹤0.01% | 534 |
|
|
2017
Q4 | $1K | Buy |
+250
| New | +$1.45K | ﹤0.01% | 551 |
|
Other funds holding SWN
MSIIA
KRSITF
MFS
Tortoise Investment Management's SWN Position: Q4 2024 in Review
Tortoise Investment Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 250 shares — an estimated $1.78K sold.
Tortoise Investment Management first reported a position in SWN in Q4 2017 and held it in 28 quarters. The position peaked at $2K in Q3 2022. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.
- Tortoise Investment Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
- Tortoise Investment Management sold 250 Southwestern Energy Company shares in Q4 2024, an estimated $1.78K.
- Tortoise Investment Management first reported a position in Southwestern Energy Company in Q4 2017 and held it in 28 quarters.
- Tortoise Investment Management's Southwestern Energy Company position peaked at $2K in Q3 2022.
- 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.
Based on Tortoise Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.