Balboa Wealth Partners’s Cheniere Energy LNG Stock Holding History

Balboa Wealth 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	$1.01M	Buy	4,208 +642	+18%	+$160K	0.14%	128
2026 Q1	$1.01M	Buy	3,566 +4	+0.1%	+$924	0.17%	101
2025 Q4	$692K	Sell	3,562 -549	-13%	-$115K	0.11%	142
2025 Q3	$966K	Buy	4,111 +351	+9%	+$82.5K	0.17%	96
2025 Q2	$916K	Sell	3,760 -299	-7%	-$69.2K	0.18%	98
2025 Q1	$939K	Buy	4,059 +464	+13%	+$104K	0.23%	81
2024 Q4	$772K	Buy	3,595 +181	+5%	+$36.7K	0.18%	99
2024 Q3	$614K	Sell	3,414 -1,883	-36%	-$339K	0.15%	119
2024 Q2	$926K	Sell	5,297 -1,759	-25%	-$280K	0.24%	77
2024 Q1	$1.14M	Buy	7,056 +1,810	+35%	+$291K	0.34%	56
2023 Q4	$895K	Buy	5,246 +922	+21%	+$158K	0.3%	64
2023 Q3	$718K	Buy	4,324 +332	+8%	+$53.6K	0.27%	68
2023 Q2	$608K	Buy	3,992 +625	+19%	+$92.5K	0.21%	90
2023 Q1	$531K	Buy	3,367 +1,797	+114%	+$271K	0.2%	106
2022 Q4	$235K	Buy	+1,570	New	+$263K	0.11%	191

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

Balboa Wealth Partners's LNG Position: Q2 2026 in Review

Balboa Wealth Partners increased its Cheniere Energy (LNG) stake by 18% in Q2 2026, buying an estimated $160K and bringing the position to 4,208 shares worth $1.01M. The position accounts for 0.14% of the portfolio, ranked #128.

Balboa Wealth Partners first reported a position in LNG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q1 2024. 1,345 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

Balboa Wealth Partners held 4,208 shares of Cheniere Energy worth $1.01M as of Q2 2026.
Balboa Wealth Partners bought 642 Cheniere Energy shares in Q2 2026, an estimated $160K.
Cheniere Energy made up 0.14% of Balboa Wealth Partners's portfolio in Q2 2026, its #128 holding.
Balboa Wealth Partners first reported a position in Cheniere Energy in Q4 2022 and has held it in 15 quarters since.
Balboa Wealth Partners's Cheniere Energy position peaked at $1.14M in Q1 2024.
1,345 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.