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Yousif Capital Management’s Southwestern Energy Company SWN Stock Holding History

Yousif Capital 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
-421,916
Closed -$3M – 1966
2024
Q3 		$3M Sell
421,916
-53,766
-11% -$347K 0.03% 542
2024
Q2 		$3.2M Sell
475,682
-37,657
-7% -$275K 0.04% 510
2024
Q1 		$3.89M Sell
513,339
-26,438
-5% -$179K 0.04% 450
2023
Q4 		$3.54M Buy
539,777
+5,123
+1% +$34.2K 0.04% 476
2023
Q3 		$3.45M Sell
534,654
-29,190
-5% -$186K 0.04% 454
2023
Q2 		$3.39M Sell
563,844
-18,881
-3% -$97.3K 0.04% 490
2023
Q1 		$2.91M Buy
582,725
+365
+0.1% +$1.94K 0.04% 541
2022
Q4 		$3.41M Buy
582,360
+13,706
+2% +$90.1K 0.04% 462
2022
Q3 		$3.48M Sell
568,654
-345,954
-38% -$2.39M 0.05% 410
2022
Q2 		$5.72M Sell
914,608
-103,200
-10% -$798K 0.08% 253
2022
Q1 		$7.3M Buy
1,017,808
+93,680
+10% +$472K 0.08% 236
2021
Q4 		$4.31M Buy
+924,128
New +$4.6M 0.04% 461

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

Yousif Capital Management's SWN Position: Q4 2024 in Review

Yousif Capital Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 421,916 shares — an estimated $3M sold.

Yousif Capital Management first reported a position in SWN in Q4 2021 and held it in 12 quarters. The position peaked at $7.3M in Q1 2022. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Yousif Capital Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Yousif Capital Management sold 421,916 Southwestern Energy Company shares in Q4 2024, an estimated $3M.
  • Yousif Capital Management first reported a position in Southwestern Energy Company in Q4 2021 and held it in 12 quarters.
  • Yousif Capital Management's Southwestern Energy Company position peaked at $7.3M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Yousif Capital Management's 13F filing for Q4 2024, filed 27 Jan 2025.