Carson Wealth (CWM LLC)
CQP icon

Carson Wealth (CWM LLC)’s Cheniere Energy CQP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CQP Stock Details CQP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$911K Sell
14,093
-686
-5% -$41K ﹤0.01% 1602
2025
Q4 		$790K Buy
14,779
+5,624
+61% +$299K ﹤0.01% 1641
2025
Q3 		$493K Buy
9,155
+9,021
+6,732% +$490K ﹤0.01% 1810
2025
Q2 		$8K Buy
+134
New +$7.85K ﹤0.01% 4388
2024
Q1 		– Sell
-600
Closed -$30K – 4369
2023
Q4 		$30K Sell
600
-50
-8% -$2.79K ﹤0.01% 2506
2023
Q3 		$35K Hold
650
– – ﹤0.01% 2304
2023
Q2 		$30K Buy
650
+50
+8% +$2.29K ﹤0.01% 2367
2023
Q1 		$28K Hold
600
– – ﹤0.01% 2262
2022
Q4 		$34K Hold
600
– – ﹤0.01% 1995
2022
Q3 		$32K Hold
600
– – ﹤0.01% 1908
2022
Q2 		$27K Hold
600
– – ﹤0.01% 1941
2022
Q1 		$34K Buy
+600
New +$29.8K ﹤0.01% 1789

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AA
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CQP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Cheniere Energy (CQP) stake by 4.6% in Q1 2026, selling an estimated $41K and leaving 14,093 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Carson Wealth (CWM LLC) first reported a position in CQP in Q1 2022 and has held it in 12 quarters since. 204 funds tracked by Wall St. Rank hold CQP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,093 shares of Cheniere Energy worth $911K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 686 Cheniere Energy shares in Q1 2026, an estimated $41K.
  • Cheniere Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1602 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cheniere Energy in Q1 2022 and has held it in 12 quarters since.
  • 204 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.