Evermay Wealth Management
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Evermay Wealth Management’s Cheniere Energy CQP Stock Holding History

Evermay Wealth Management’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
Q3 		$22.2K Sell
364
-121
-25% -$7.96K ﹤0.01% 425
2026
Q2 		$29.6K Hold
485
– – ﹤0.01% 412
2026
Q1 		$31.3K Hold
485
– – ﹤0.01% 349
2025
Q4 		$25.9K Hold
485
– – ﹤0.01% 364
2025
Q3 		$26.1K Hold
485
– – ﹤0.01% 370
2025
Q2 		$27.2K Hold
485
– – ﹤0.01% 367
2025
Q1 		$32K Hold
485
– – ﹤0.01% 356
2024
Q4 		$25.8K Hold
485
– – ﹤0.01% 364
2024
Q3 		$23.6K Hold
485
– – ﹤0.01% 389
2024
Q2 		$23.8K Hold
485
– – ﹤0.01% 395
2024
Q1 		$24K Sell
485
-39
-7% -$1.98K ﹤0.01% 406
2023
Q4 		$26.1K Hold
524
– – ﹤0.01% 378
2023
Q3 		$28.4K Hold
524
– – 0.01% 352
2023
Q2 		$24.2K Hold
524
– – ﹤0.01% 366
2023
Q1 		$24.8K Buy
+524
New +$26.8K 0.01% 353

Other funds holding CQP

ALPS Advisors
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Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Abacus FCF Advisors
Abacus FCF Advisors Orlando, Florida $533M AUM 55.58% 1-Year Est. Return

Evermay Wealth Management's CQP Position: Q3 2026 in Review

Evermay Wealth Management reduced its Cheniere Energy (CQP) stake by 25% in Q3 2026, selling an estimated $7.96K and leaving 364 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Evermay Wealth Management first reported a position in CQP in Q1 2023 and has held it in 15 quarters since. The position peaked at $32K in Q1 2025. 168 funds tracked by Wall St. Rank hold CQP as of Q3 2026.

  • Evermay Wealth Management held 364 shares of Cheniere Energy worth $22.2K as of Q3 2026.
  • Evermay Wealth Management sold 121 Cheniere Energy shares in Q3 2026, an estimated $7.96K.
  • Cheniere Energy made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #425 holding.
  • Evermay Wealth Management first reported a position in Cheniere Energy in Q1 2023 and has held it in 15 quarters since.
  • Evermay Wealth Management's Cheniere Energy position peaked at $32K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.