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Beddow Capital Management’s Cheniere Energy LNG Stock Holding History

Beddow Capital Management’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
Q4 		$5.59M Sell
28,740
-1,025
-3% -$215K 2.11% 19
2025
Q3 		$6.99M Sell
29,765
-1,250
-4% -$294K 2.58% 16
2025
Q2 		$7.55M Sell
31,015
-3,050
-9% -$706K 2.99% 15
2025
Q1 		$7.88M Sell
34,065
-1,830
-5% -$412K 2.95% 14
2024
Q4 		$7.71M Sell
35,895
-75
-0.2% -$15.2K 3.17% 9
2024
Q3 		$6.47M Sell
35,970
-665
-2% -$120K 2.65% 14
2024
Q2 		$6.41M Sell
36,635
-425
-1% -$67.7K 2.8% 16
2024
Q1 		$5.98M Sell
37,060
-235
-0.6% -$37.8K 2.61% 18
2023
Q4 		$6.37M Hold
37,295
– – 2.97% 15
2023
Q3 		$6.19M Sell
37,295
-150
-0.4% -$24.2K 3.02% 13
2023
Q2 		$5.71M Sell
37,445
-1,640
-4% -$243K 2.9% 16
2023
Q1 		$6.16M Buy
39,085
+1,875
+5% +$283K 3.09% 12
2022
Q4 		$5.58M Buy
37,210
+2,025
+6% +$339K 2.85% 13
2022
Q3 		$5.84M Buy
35,185
+1,250
+4% +$190K 3.53% 10
2022
Q2 		$4.51M Buy
33,935
+1,085
+3% +$148K 2.66% 15
2022
Q1 		$4.55M Buy
32,850
+3,275
+11% +$398K 2.4% 18
2021
Q4 		$3M Buy
29,575
+6,140
+26% +$641K 1.7% 25
2021
Q3 		$2.29M Buy
23,435
+20,785
+784% +$1.82M 1.37% 31
2021
Q2 		$230K Buy
+2,650
New +$216K 0.13% 54

Other funds holding LNG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Beddow Capital Management's LNG Position: Q4 2025 in Review

Beddow Capital Management reduced its Cheniere Energy (LNG) stake by 3.4% in Q4 2025, selling an estimated $215K and leaving 28,740 shares worth $5.59M. The position accounts for 2.11% of the portfolio, ranked #19.

Beddow Capital Management first reported a position in LNG in Q2 2021 and has held it in 19 quarters since. The position peaked at $7.88M in Q1 2025. 1,227 funds tracked by Wall St. Rank hold LNG as of Q4 2025.

  • Beddow Capital Management held 28,740 shares of Cheniere Energy worth $5.59M as of Q4 2025.
  • Beddow Capital Management sold 1,025 Cheniere Energy shares in Q4 2025, an estimated $215K.
  • Cheniere Energy made up 2.11% of Beddow Capital Management's portfolio in Q4 2025, its #19 holding.
  • Beddow Capital Management first reported a position in Cheniere Energy in Q2 2021 and has held it in 19 quarters since.
  • Beddow Capital Management's Cheniere Energy position peaked at $7.88M in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Cheniere Energy as of Q4 2025.

Based on Beddow Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.