Southwestern Energy Company shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Southwestern Energy Company (SWN) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Southwestern Energy Company
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All positions including Southwestern Energy Company held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southwestern Energy Company by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $197k | 26k | 7.58 |
2023-09-30 | $5.3M | 823k | 6.45 |
2023-06-30 | $3.7M | 618k | 6.01 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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