Cypress Wealth Services’s Cheniere Energy LNG Stock Holding History

Cypress Wealth Services’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
2026 Q3	$827K	Sell	3,006 -80	-3%	-$21.5K	0.1%	161
2026 Q2	$738K	Sell	3,086 -288	-9%	-$71.7K	0.09%	170
2026 Q1	$957K	Buy	3,374 +23	+0.7%	+$5.31K	0.14%	126
2025 Q4	$651K	Buy	3,351 +586	+21%	+$123K	0.09%	176
2025 Q3	$650K	Buy	2,765 +195	+8%	+$45.8K	0.11%	150
2025 Q2	$626K	Buy	2,570 +43	+2%	+$10K	0.11%	144
2025 Q1	$585K	Buy	2,527 +15	+0.6%	+$3.38K	0.12%	139
2024 Q4	$540K	Buy	2,512 +5	+0.2%	+$1.02K	0.11%	147
2024 Q3	$451K	Buy	+2,507	New	+$451K	0.09%	159

Other funds holding LNG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Cypress Wealth Services's LNG Position: Q3 2026 in Review

Cypress Wealth Services reduced its Cheniere Energy (LNG) stake by 2.6% in Q3 2026, selling an estimated $21.5K and leaving 3,006 shares worth $827K. The position accounts for 0.1% of the portfolio, ranked #161.

Cypress Wealth Services first reported a position in LNG in Q3 2024 and has held it in 9 quarters since. The position peaked at $957K in Q1 2026. 793 funds tracked by Wall St. Rank hold LNG as of Q3 2026.

Cypress Wealth Services held 3,006 shares of Cheniere Energy worth $827K as of Q3 2026.
Cypress Wealth Services sold 80 Cheniere Energy shares in Q3 2026, an estimated $21.5K.
Cheniere Energy made up 0.1% of Cypress Wealth Services's portfolio in Q3 2026, its #161 holding.
Cypress Wealth Services first reported a position in Cheniere Energy in Q3 2024 and has held it in 9 quarters since.
Cypress Wealth Services's Cheniere Energy position peaked at $957K in Q1 2026.
793 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.