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Brandywine Global Investment Management’s Cheniere Energy LNG Stock Holding History

Brandywine Global Investment 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 		$29.1M Buy
+149,569
New +$31.4M 0.2% 129
2025
Q1 		– Sell
-138,855
Closed -$29.8M – 601
2024
Q4 		$29.8M Sell
138,855
-11,194
-7% -$2.27M 0.22% 118
2024
Q3 		$28.3M Buy
150,049
+29,291
+24% +$5.27M 0.19% 131
2024
Q2 		$21.1M Buy
120,758
+4,079
+3% +$649K 0.16% 153
2024
Q1 		$18.8M Sell
116,679
-1,380
-1% -$222K 0.14% 168
2023
Q4 		$20.2M Sell
118,059
-5,377
-4% -$924K 0.16% 141
2023
Q3 		$20.5M Buy
123,436
+9,966
+9% +$1.61M 0.18% 141
2023
Q2 		$17.3M Buy
+113,470
New +$16.8M 0.14% 157
2021
Q3 		– Sell
-275,605
Closed -$23.9M – 707
2021
Q2 		$23.9M Sell
275,605
-11,912
-4% -$969K 0.18% 146
2021
Q1 		$20.7M Buy
287,517
+48,895
+20% +$3.34M 0.16% 161
2020
Q4 		$14.3M Buy
238,622
+123,469
+107% +$6.62M 0.12% 186
2020
Q3 		$5.33M Buy
+115,153
New +$5.84M 0.05% 308

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 $3.38T AUM 44.17% 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

Brandywine Global Investment Management's LNG Position: Q4 2025 in Review

Brandywine Global Investment Management opened a new position in Cheniere Energy (LNG) in Q4 2025: 149,569 shares worth $29.1M. The stake represents 0.2% of the portfolio and ranks #129 among its holdings. This is a return to the name: Brandywine Global Investment Management previously reported a position in LNG as recently as Q4 2024.

Brandywine Global Investment Management first reported a position in LNG in Q3 2020 and has held it in 12 quarters since. The position peaked at $29.8M in Q4 2024. 1,227 funds tracked by Wall St. Rank hold LNG as of Q4 2025.

  • Brandywine Global Investment Management held 149,569 shares of Cheniere Energy worth $29.1M as of Q4 2025.
  • Cheniere Energy was a new Brandywine Global Investment Management position in Q4 2025.
  • Cheniere Energy made up 0.2% of Brandywine Global Investment Management's portfolio in Q4 2025, its #129 holding.
  • Brandywine Global Investment Management first reported a position in Cheniere Energy in Q3 2020 and has held it in 12 quarters since.
  • Brandywine Global Investment Management's Cheniere Energy position peaked at $29.8M in Q4 2024.
  • 1,227 funds tracked by Wall St. Rank held Cheniere Energy as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.