Heartwood Wealth Advisors’s Cheniere Energy LNG Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-9	Closed	-$2.12K	–	429
2025 Q3	$2.12K	Buy	+9	New	+$2.12K	﹤0.01%	493

Other funds holding LNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Heartwood Wealth Advisors's LNG Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Cheniere Energy (LNG) in Q4 2025, closing a stake of 9 shares — an estimated $2.12K sold.

Heartwood Wealth Advisors first reported a position in LNG in Q3 2025 and held it in 1 quarter. The position peaked at $2.12K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold LNG as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Cheniere Energy position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 9 Cheniere Energy shares in Q4 2025, an estimated $2.12K.
Heartwood Wealth Advisors first reported a position in Cheniere Energy in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Cheniere Energy position peaked at $2.12K in Q3 2025.
1,227 funds tracked by Wall St. Rank held Cheniere Energy as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.