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Heirloom Wealth Management’s Cheniere Energy CQP Stock Holding History

Heirloom 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
Q2 		$1.37M Buy
22,500
+3,000
+15% +$188K 0.2% 34
2026
Q1 		$1.26M Buy
+19,500
New +$1.17M 0.23% 45

Other funds holding CQP

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Heirloom Wealth Management's CQP Position: Q2 2026 in Review

Heirloom Wealth Management increased its Cheniere Energy (CQP) stake by 15% in Q2 2026, buying an estimated $188K and bringing the position to 22,500 shares worth $1.37M. The position accounts for 0.2% of the portfolio, ranked #34.

Heirloom Wealth Management first reported a position in CQP in Q1 2026 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold CQP as of Q2 2026.

  • Heirloom Wealth Management held 22,500 shares of Cheniere Energy worth $1.37M as of Q2 2026.
  • Heirloom Wealth Management bought 3,000 Cheniere Energy shares in Q2 2026, an estimated $188K.
  • Cheniere Energy made up 0.2% of Heirloom Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Heirloom Wealth Management first reported a position in Cheniere Energy in Q1 2026 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.