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EP Wealth Advisors’s Cheniere Energy LNG Stock Holding History

EP Wealth Advisors’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
Q2 		$582K Buy
2,435
+545
+29% +$136K ﹤0.01% 959
2026
Q1 		$536K Buy
1,890
+598
+46% +$138K ﹤0.01% 869
2025
Q4 		$251K Buy
+1,292
New +$271K ﹤0.01% 1238
2025
Q2 		$292K Sell
1,201
-45
-4% -$10.4K ﹤0.01% 1034
2025
Q1 		$288K Sell
1,246
-23
-2% -$5.18K ﹤0.01% 927
2024
Q4 		$273K Buy
+1,269
New +$258K ﹤0.01% 914

Other funds holding LNG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

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

EP Wealth Advisors increased its Cheniere Energy (LNG) stake by 29% in Q2 2026, buying an estimated $136K and bringing the position to 2,435 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

EP Wealth Advisors first reported a position in LNG in Q4 2024 and has held it in 6 quarters since. 1,341 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

  • EP Wealth Advisors held 2,435 shares of Cheniere Energy worth $582K as of Q2 2026.
  • EP Wealth Advisors bought 545 Cheniere Energy shares in Q2 2026, an estimated $136K.
  • Cheniere Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #959 holding.
  • EP Wealth Advisors first reported a position in Cheniere Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,341 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.