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Beach Investment Counsel’s Cheniere Energy LNG Stock Holding History

Beach Investment Counsel’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
Q1 		$26.8M Sell
115,895
-3,096
-3% -$697K 3.95% 6
2024
Q4 		$25.6M Buy
118,991
+35,242
+42% +$7.16M 3.46% 8
2024
Q3 		$15.1M Buy
83,749
+42,496
+103% +$7.64M 1.86% 17
2024
Q2 		$7.21M Buy
+41,253
New +$6.57M 0.89% 31

Other funds holding LNG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beach Investment Counsel's LNG Position: Q1 2025 in Review

Beach Investment Counsel reduced its Cheniere Energy (LNG) stake by 2.6% in Q1 2025, selling an estimated $697K and leaving 115,895 shares worth $26.8M. The position accounts for 3.95% of the portfolio, ranked #6.

Beach Investment Counsel first reported a position in LNG in Q2 2024 and has held it in 4 quarters since. 1,181 funds tracked by Wall St. Rank hold LNG as of Q1 2025.

  • Beach Investment Counsel held 115,895 shares of Cheniere Energy worth $26.8M as of Q1 2025.
  • Beach Investment Counsel sold 3,096 Cheniere Energy shares in Q1 2025, an estimated $697K.
  • Cheniere Energy made up 3.95% of Beach Investment Counsel's portfolio in Q1 2025, its #6 holding.
  • Beach Investment Counsel first reported a position in Cheniere Energy in Q2 2024 and has held it in 4 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.