Atria Wealth Solutions’s Cheniere Energy LNG Stock Holding History

Atria Wealth Solutions’s Portfolio LNG Stock Details LNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.02M	Sell	4,216 -3,518	-45%	-$815K	0.02%	628
2025 Q1	$1.79M	Buy	7,734 +720	+10%	+$162K	0.02%	673
2024 Q4	$1.51M	Sell	7,014 -6,131	-47%	-$1.24M	0.02%	751
2024 Q3	$2.36M	Sell	13,145 -228	-2%	-$41K	0.03%	572
2024 Q2	$2.34M	Sell	13,373 -416	-3%	-$66.2K	0.03%	580
2024 Q1	$2.22M	Sell	13,789 -10,650	-44%	-$1.71M	0.03%	595
2023 Q4	$4.17M	Buy	24,439 +186	+0.8%	+$32K	0.05%	361
2023 Q3	$4.03M	Buy	24,253 +1,263	+5%	+$204K	0.06%	344
2023 Q2	$3.5M	Sell	22,990 -1,357	-6%	-$201K	0.05%	384
2023 Q1	$3.84M	Sell	24,347 -2,333	-9%	-$352K	0.06%	331
2022 Q4	$4M	Sell	26,680 -2,810	-10%	-$470K	0.06%	302
2022 Q3	$4.89M	Buy	29,490 +2,486	+9%	+$377K	0.08%	236
2022 Q2	$3.59M	Sell	27,004 -2,069	-7%	-$282K	0.07%	303
2022 Q1	$4.03M	Buy	+29,073	New	+$3.53M	0.07%	299

Other funds holding LNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's LNG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Cheniere Energy (LNG) stake by 45% in Q2 2025, selling an estimated $815K and leaving 4,216 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #628.

Atria Wealth Solutions first reported a position in LNG in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.89M in Q3 2022. 1,225 funds tracked by Wall St. Rank hold LNG as of Q2 2025.

Atria Wealth Solutions held 4,216 shares of Cheniere Energy worth $1.02M as of Q2 2025.
Atria Wealth Solutions sold 3,518 Cheniere Energy shares in Q2 2025, an estimated $815K.
Cheniere Energy made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #628 holding.
Atria Wealth Solutions first reported a position in Cheniere Energy in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Cheniere Energy position peaked at $4.89M in Q3 2022.
1,225 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.