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Avantax Advisory Services’s Cheniere Energy CQP Stock Holding History

Avantax Advisory Services’s Portfolio CQP Stock Details CQP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$427K Sell
7,612
-207
-3% -$12.1K ﹤0.01% 1682
2025
Q1 		$516K Buy
7,819
+381
+5% +$23.7K ﹤0.01% 1480
2024
Q4 		$395K Buy
7,438
+162
+2% +$8.48K ﹤0.01% 1602
2024
Q3 		$354K Buy
7,276
+463
+7% +$23K ﹤0.01% 1640
2024
Q2 		$335K Sell
6,813
-37
-0.5% -$1.79K ﹤0.01% 1621
2024
Q1 		$338K Sell
6,850
-81
-1% -$4.11K ﹤0.01% 1238
2023
Q4 		$345K Sell
6,931
-244
-3% -$13.6K ﹤0.01% 1161
2023
Q3 		$389K Buy
7,175
+514
+8% +$26.4K ﹤0.01% 1054
2023
Q2 		$307K Sell
6,661
-1,060
-14% -$48.7K ﹤0.01% 1173
2023
Q1 		$365K Buy
7,721
+1,675
+28% +$85.6K ﹤0.01% 1044
2022
Q4 		$344K Buy
6,046
+429
+8% +$24.6K ﹤0.01% 1033
2022
Q3 		$300K Buy
5,617
+389
+7% +$19.5K ﹤0.01% 1012
2022
Q2 		$235K Buy
5,228
+271
+5% +$14.3K ﹤0.01% 1123
2022
Q1 		$279K Buy
4,957
+38
+0.8% +$1.89K ﹤0.01% 1033
2021
Q4 		$208K Buy
+4,919
New +$207K ﹤0.01% 1156
2021
Q3 		– Sell
-4,563
Closed -$202K – 1191
2021
Q2 		$202K Buy
+4,563
New +$192K ﹤0.01% 1079

Other funds holding CQP

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Avantax Advisory Services's CQP Position: Q2 2025 in Review

Avantax Advisory Services reduced its Cheniere Energy (CQP) stake by 2.6% in Q2 2025, selling an estimated $12.1K and leaving 7,612 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Avantax Advisory Services first reported a position in CQP in Q2 2021 and has held it in 16 quarters since. The position peaked at $516K in Q1 2025. 192 funds tracked by Wall St. Rank hold CQP as of Q2 2025.

  • Avantax Advisory Services held 7,612 shares of Cheniere Energy worth $427K as of Q2 2025.
  • Avantax Advisory Services sold 207 Cheniere Energy shares in Q2 2025, an estimated $12.1K.
  • Cheniere Energy made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1682 holding.
  • Avantax Advisory Services first reported a position in Cheniere Energy in Q2 2021 and has held it in 16 quarters since.
  • Avantax Advisory Services's Cheniere Energy position peaked at $516K in Q1 2025.
  • 192 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.