BC
LNG icon

Beaconlight Capital’s Cheniere Energy LNG Stock Holding History

Beaconlight Capital’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
2023
Q1 		– Sell
-133
Closed -$1.99M – 36
2022
Q4 		$1.99M Sell
133
-109
-45% -$18.2K 1.12% 24
2022
Q3 		$4.01M Buy
+242
New +$36.7K 2.27% 20
2022
Q1 		– Sell
-302
Closed -$3.06M – 47
2021
Q4 		$3.06M Sell
302
-64
-17% -$6.68K 1.06% 28
2021
Q3 		$3.58M Sell
366
-579
-61% -$50.7K 1.56% 26
2021
Q2 		$8.2M Buy
945
+398
+73% +$32.4K 2.93% 12
2021
Q1 		$39.4M Buy
+547
New +$37.4K 6.35% 3

Other funds holding LNG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Beaconlight Capital's LNG Position: Q1 2026 in Review

Beaconlight Capital reduced its Cheniere Energy (LNG) stake by 17% in Q1 2026, selling an estimated $1.39M and leaving 29,799 shares worth $8.46M. The position accounts for 4.46% of the portfolio, ranked #7.

Beaconlight Capital first reported a position in LNG in Q1 2016 and has held it in 28 quarters since. The position peaked at $29.1M in Q2 2022. 1,362 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

  • Beaconlight Capital held 29,799 shares of Cheniere Energy worth $8.46M as of Q1 2026.
  • Beaconlight Capital sold 6,036 Cheniere Energy shares in Q1 2026, an estimated $1.39M.
  • Cheniere Energy made up 4.46% of Beaconlight Capital's portfolio in Q1 2026, its #7 holding.
  • Beaconlight Capital first reported a position in Cheniere Energy in Q1 2016 and has held it in 28 quarters since.
  • Beaconlight Capital's Cheniere Energy position peaked at $29.1M in Q2 2022.
  • 1,362 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on Beaconlight Capital's 13F filing for Q1 2026, filed 14 May 2026.