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Truvestments Capital’s Southwestern Energy Company SWN Stock Holding History

Truvestments Capital’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
-13,499
Closed -$96K – 1066
2024
Q3 		$96K Sell
13,499
-1,262
-9% -$8.14K 0.03% 281
2024
Q2 		$99.3K Sell
14,761
-3,260
-18% -$23.8K 0.04% 214
2024
Q1 		$137K Sell
18,021
-37,257
-67% -$253K 0.05% 266
2023
Q4 		$362K Buy
55,278
+11,174
+25% +$74.6K 0.16% 126
2023
Q3 		$284K Buy
44,104
+7,196
+19% +$45.9K 0.15% 132
2023
Q2 		$222K Buy
36,908
+8,117
+28% +$41.8K 0.11% 170
2023
Q1 		$144K Buy
28,791
+14,221
+98% +$75.4K 0.08% 208
2022
Q4 		$85.2K Buy
14,570
+13,870
+1,981% +$91.2K 0.05% 263
2022
Q3 		$4K Buy
+700
New +$4.84K ﹤0.01% 501

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

Truvestments Capital's SWN Position: Q4 2024 in Review

Truvestments Capital sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 13,499 shares — an estimated $96K sold.

Truvestments Capital first reported a position in SWN in Q3 2022 and held it in 9 quarters. The position peaked at $362K in Q4 2023. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Truvestments Capital reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Truvestments Capital sold 13,499 Southwestern Energy Company shares in Q4 2024, an estimated $96K.
  • Truvestments Capital first reported a position in Southwestern Energy Company in Q3 2022 and held it in 9 quarters.
  • Truvestments Capital's Southwestern Energy Company position peaked at $362K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Truvestments Capital's 13F filing for Q4 2024, filed 10 Feb 2025.