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 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	$579K	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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Forza Wealth Management's LNG Position: Q2 2026 in Review

Forza Wealth Management held its Cheniere Energy (LNG) position steady in Q2 2026 at 1,200 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #171.

Forza Wealth Management first reported a position in LNG in Q1 2023 and has held it in 14 quarters since. The position peaked at $608K in Q1 2023. 239 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

Forza Wealth Management held 1,200 shares of Cheniere Energy worth $287K as of Q2 2026.
Forza Wealth Management left its Cheniere Energy share count unchanged in Q2 2026.
Cheniere Energy made up 0.09% of Forza Wealth Management's portfolio in Q2 2026, its #171 holding.
Forza Wealth Management first reported a position in Cheniere Energy in Q1 2023 and has held it in 14 quarters since.
Forza Wealth Management's Cheniere Energy position peaked at $608K in Q1 2023.
239 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.