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EP Wealth Advisors’s Cheniere Energy CQP Stock Holding History

EP Wealth Advisors’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
Q2 		$334K Buy
+5,480
New +$344K ﹤0.01% 1222
2020
Q1 		– Sell
-5,523
Closed -$220K – 377
2019
Q4 		$220K Buy
+5,523
New +$232K 0.01% 378

Other funds holding CQP

Blackstone Inc
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BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

EP Wealth Advisors's CQP Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Cheniere Energy (CQP) in Q2 2026: 5,480 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #1222 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in CQP as recently as Q4 2019.

EP Wealth Advisors first reported a position in CQP in Q4 2019 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold CQP as of Q2 2026.

  • EP Wealth Advisors held 5,480 shares of Cheniere Energy worth $334K as of Q2 2026.
  • Cheniere Energy was a new EP Wealth Advisors position in Q2 2026.
  • Cheniere Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1222 holding.
  • EP Wealth Advisors first reported a position in Cheniere Energy in Q4 2019 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.