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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.86M Buy
10,071
+3,794
+60% +$876K 0.01% 1049
2025
Q4
$1.22M Sell
6,277
-14,060
-69% -$2.95M ﹤0.01% 1382
2025
Q3
$4.78M Buy
20,337
+5,924
+41% +$1.39M 0.01% 735
2025
Q2
$3.51M Buy
14,413
+5,655
+65% +$1.31M 0.01% 712
2025
Q1
$2.03M Buy
8,758
+5,320
+155% +$1.2M 0.01% 830
2024
Q4
$739K Buy
3,438
+200
+6% +$40.6K ﹤0.01% 1226
2024
Q3
$582K Buy
3,238
+76
+2% +$13.7K ﹤0.01% 1256
2024
Q2
$553K Sell
3,162
-209
-6% -$33.3K ﹤0.01% 1152
2024
Q1
$544K Buy
3,371
+209
+7% +$33.6K ﹤0.01% 1102
2023
Q4
$540K Sell
3,162
-487
-13% -$83.7K ﹤0.01% 1035
2023
Q3
$606K Buy
3,649
+432
+13% +$69.7K ﹤0.01% 921
2023
Q2
$490K Buy
3,217
+162
+5% +$24K ﹤0.01% 948
2023
Q1
$482K Buy
3,055
+317
+12% +$47.9K ﹤0.01% 902
2022
Q4
$411K Sell
2,738
-638
-19% -$107K ﹤0.01% 873
2022
Q3
$560K Buy
3,376
+825
+32% +$125K ﹤0.01% 715
2022
Q2
$339K Buy
2,551
+1,245
+95% +$170K ﹤0.01% 849
2022
Q1
$181K Buy
1,306
+417
+47% +$50.7K ﹤0.01% 1076
2021
Q4
$90K Buy
+889
New +$92.7K ﹤0.01% 1331
2021
Q2
$14K Hold
164
﹤0.01% 1958
2021
Q1
$14K Hold
164
﹤0.01% 1958
2020
Q4
$14K Hold
164
﹤0.01% 1958
2020
Q3
$14K Hold
164
﹤0.01% 1958
2020
Q2
$14K Hold
164
﹤0.01% 1958
2020
Q1
$14K Hold
164
﹤0.01% 1958
2019
Q4
$14K Hold
164
﹤0.01% 1958
2019
Q3
$14K Hold
164
﹤0.01% 1958
2019
Q2
$14K Hold
164
﹤0.01% 1958
2019
Q1
$14K Sell
164
-336
-67% -$22.1K ﹤0.01% 1957
2018
Q4
$30K Sell
500
-27
-5% -$1.66K ﹤0.01% 1018
2018
Q3
$37K Buy
527
+27
+5% +$1.74K ﹤0.01% 809
2018
Q2
$33K Hold
500
﹤0.01% 722
2018
Q1
$27K Sell
500
-153
-23% -$8.43K ﹤0.01% 657
2017
Q4
$35K Sell
653
-20
-3% -$965 ﹤0.01% 594
2017
Q3
$30K Buy
673
+173
+35% +$7.64K ﹤0.01% 623
2017
Q2
$24K Hold
500
﹤0.01% 607
2017
Q1
$24K Hold
500
﹤0.01% 571
2016
Q4
$21K Buy
+500
New +$20.2K ﹤0.01% 575

Other funds holding LNG

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

Carson Wealth (CWM LLC) increased its Cheniere Energy (LNG) stake by 60% in Q1 2026, buying an estimated $876K and bringing the position to 10,071 shares worth $2.86M. The position accounts for 0.01% of the portfolio, ranked #1049.

Carson Wealth (CWM LLC) first reported a position in LNG in Q4 2016 and has held it in 37 quarters since. The position peaked at $4.78M in Q3 2025. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,071 shares of Cheniere Energy worth $2.86M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,794 Cheniere Energy shares in Q1 2026, an estimated $876K.
  • Cheniere Energy made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1049 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cheniere Energy in Q4 2016 and has held it in 37 quarters since.
  • Carson Wealth (CWM LLC)'s Cheniere Energy position peaked at $4.78M in Q3 2025.
  • 1,361 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.