Southwestern EnergySWN

13F holders, Q4 2024 (December 31)
5holders −451
1new positions
440sold out
$39.79avg. 13F price*

At the end of Q4 2024, 5 institutions reported holding Southwestern Energy Co. (SWN) in their 13F filings, down 451 from Q3 2024. 1 opened new positions and 440 sold out. The largest holders were Morgan Stanley Institutional Investment Advisors LLC ($2.5M), Kentucky Retirement Systems Insurance Trust Fund ($488K) and DekaBank Deutsche Girozentrale ($186K).

Company
Southwestern Energy Co.
CUSIP
845467109
Latest filing quarter
Q1 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 476Q1 2024Q2 2024: 483Q2 2024Q3 2024: 456Q3 2024Q4 2024: 5Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$488K
Exits440$7.0B

All 13F filers, Q3 2024 → Q4 2024: 12,419 shares bought and 991,120,186 shares sold, net −991,107,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Morgan Stanley Institutional Investment Advisors LLC 0.57% Reduce -96.1% 24,865 $2.5M
Kentucky Retirement Systems Insurance Trust Fund 0.08% New 12,419 $488K
DekaBank Deutsche Girozentrale 0.00% No change 25,283 $186K
Mattson Financial Services, LLC 0.04% Reduce -69.0% 19,574 $139K
Lummis Asset Management, LP 0.00% No change 500 $0

"% of holder's portfolio" is SWN's weight in each manager's 13F, not the share of Southwestern Energy Co. the manager owns.