Forza Wealth Management’s Cheniere Energy LNG Stock Holding History

Forza Wealth Management’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	$323K	Hold	1,200	–	–	0.09%	163
2026 Q2	$287K	Hold	1,200	–	–	0.09%	171
2026 Q1	$341K	Hold	1,200	–	–	0.12%	153
2025 Q4	$233K	Hold	1,200	–	–	0.08%	174
2025 Q3	$282K	Sell	1,200 -900	-43%	-$212K	0.11%	162
2025 Q2	$511K	Sell	2,100 -400	-16%	-$92.6K	0.21%	114
2025 Q1	$578K	Sell	2,500 -160	-6%	-$36K	0.26%	99
2024 Q4	$572K	Hold	2,660	–	–	0.26%	98
2024 Q3	$478K	Hold	2,660	–	–	0.22%	120
2024 Q2	$465K	Hold	2,660	–	–	0.24%	112
2024 Q1	$429K	Hold	2,660	–	–	0.22%	122
2023 Q4	$454K	Sell	2,660 -900	-25%	-$155K	0.25%	111
2023 Q3	$591K	Hold	3,560	–	–	0.3%	100
2023 Q2	$542K	Sell	3,560 -300	-8%	-$44.4K	0.27%	106
2023 Q1	$608K	Buy	+3,860	New	+$583K	0.31%	96

Other funds holding LNG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Forza Wealth Management's LNG Position: Q3 2026 in Review

Forza Wealth Management held its Cheniere Energy (LNG) position steady in Q3 2026 at 1,200 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #163.

Forza Wealth Management first reported a position in LNG in Q1 2023 and has held it in 15 quarters since. The position peaked at $608K in Q1 2023. 869 funds tracked by Wall St. Rank hold LNG as of Q3 2026.

Forza Wealth Management held 1,200 shares of Cheniere Energy worth $323K as of Q3 2026.
Forza Wealth Management left its Cheniere Energy share count unchanged in Q3 2026.
Cheniere Energy made up 0.09% of Forza Wealth Management's portfolio in Q3 2026, its #163 holding.
Forza Wealth Management first reported a position in Cheniere Energy in Q1 2023 and has held it in 15 quarters since.
Forza Wealth Management's Cheniere Energy position peaked at $608K in Q1 2023.
869 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.