Avantax Planning Partners’s Cheniere Energy LNG Stock Holding History

Avantax Planning Partners’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
2026 Q2	–	Sell	-794	Closed	-$225K	–	469
2026 Q1	$225K	Buy	+794	New	+$183K	0.01%	394
2018 Q4	–	Sell	-100	Closed	-$7K	–	812
2018 Q3	$7K	Buy	+100	New	+$6.45K	﹤0.01%	985
2018 Q2	–	Sell	-104	Closed	-$6K	–	925
2018 Q1	$6K	Buy	+104	New	+$5.73K	﹤0.01%	1270

Other funds holding LNG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Avantax Planning Partners's LNG Position: Q2 2026 in Review

Avantax Planning Partners sold out of Cheniere Energy (LNG) in Q2 2026, closing a stake of 794 shares — an estimated $225K sold.

Avantax Planning Partners first reported a position in LNG in Q1 2018 and held it in 3 quarters. The position peaked at $225K in Q1 2026. 1,341 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

Avantax Planning Partners reported no remaining Cheniere Energy position as of Q2 2026 after selling out during the quarter.
Avantax Planning Partners sold 794 Cheniere Energy shares in Q2 2026, an estimated $225K.
Avantax Planning Partners first reported a position in Cheniere Energy in Q1 2018 and held it in 3 quarters.
Avantax Planning Partners's Cheniere Energy position peaked at $225K in Q1 2026.
1,341 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.