Institute for Wealth Management’s Cheniere Energy LNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.64M | Sell |
6,863
-22
| -0.3% | -$5.48K | 0.14% | 141 |
|
|
2026
Q1 | $1.95M | Hold |
6,885
| – | – | 0.21% | 113 |
|
|
2025
Q4 | $1.34M | Sell |
6,885
-100
| -1% | -$21K | 0.14% | 153 |
|
|
2025
Q3 | $1.64M | Hold |
6,985
| – | – | 0.17% | 126 |
|
|
2025
Q2 | $1.7M | Sell |
6,985
-157
| -2% | -$36.4K | 0.19% | 115 |
|
|
2025
Q1 | $1.65M | Sell |
7,142
-80
| -1% | -$18K | 0.21% | 107 |
|
|
2024
Q4 | $1.55M | Hold |
7,222
| – | – | 0.19% | 106 |
|
|
2024
Q3 | $1.3M | Hold |
7,222
| – | – | 0.16% | 139 |
|
|
2024
Q2 | $1.26M | Hold |
7,222
| – | – | 0.17% | 130 |
|
|
2024
Q1 | $1.16M | Hold |
7,222
| – | – | 0.15% | 145 |
|
|
2023
Q4 | $1.23M | Hold |
7,222
| – | – | 0.2% | 127 |
|
|
2023
Q3 | $1.2M | Hold |
7,222
| – | – | 0.22% | 118 |
|
|
2023
Q2 | $1.1M | Sell |
7,222
-1
| -0% | -$148 | 0.19% | 132 |
|
|
2023
Q1 | $1.14M | Sell |
7,223
-206
| -3% | -$31.1K | 0.22% | 121 |
|
|
2022
Q4 | $1.11M | Sell |
7,429
-162
| -2% | -$27.1K | 0.23% | 117 |
|
|
2022
Q3 | $1.26M | Hold |
7,591
| – | – | 0.28% | 95 |
|
|
2022
Q2 | $1.01M | Hold |
7,591
| – | – | 0.2% | 128 |
|
|
2022
Q1 | $1.05M | Sell |
7,591
-10
| -0.1% | -$1.22K | 0.17% | 152 |
|
|
2021
Q4 | $771K | Buy |
7,601
+35
| +0.5% | +$3.65K | 0.13% | 197 |
|
|
2021
Q3 | $739K | Sell |
7,566
-6
| -0.1% | -$525 | 0.13% | 193 |
|
|
2021
Q2 | $657K | Sell |
7,572
-54
| -0.7% | -$4.39K | 0.12% | 214 |
|
|
2021
Q1 | $549K | Buy |
7,626
+122
| +2% | +$8.34K | 0.1% | 246 |
|
|
2020
Q4 | $450K | Sell |
7,504
-151
| -2% | -$8.1K | 0.09% | 272 |
|
|
2020
Q3 | $354K | Hold |
7,655
| – | – | 0.08% | 289 |
|
|
2020
Q2 | $370K | Sell |
7,655
-450
| -6% | -$19.7K | 0.09% | 292 |
|
|
2020
Q1 | $272K | Sell |
8,105
-556
| -6% | -$28.5K | 0.08% | 298 |
|
|
2019
Q4 | $529K | Hold |
8,661
| – | – | 0.12% | 240 |
|
|
2019
Q3 | $546K | Sell |
8,661
-87
| -1% | -$5.57K | 0.14% | 218 |
|
|
2019
Q2 | $599K | Sell |
8,748
-323
| -4% | -$21.4K | 0.13% | 229 |
|
|
2019
Q1 | $620K | Sell |
9,071
-129
| -1% | -$8.48K | 0.13% | 206 |
|
|
2018
Q4 | $545K | Buy |
+9,200
| New | +$566K | 0.22% | 137 |
|
|
2018
Q1 | – | Sell |
-10,492
| Closed | -$561K | – | 339 |
|
|
2017
Q4 | $561K | Buy |
+10,492
| New | +$506K | 0.13% | 203 |
|
|
2017
Q3 | – | Sell |
-9,063
| Closed | -$441K | – | 327 |
|
|
2017
Q2 | $441K | Buy |
+9,063
| New | +$432K | 0.12% | 247 |
|
Other funds holding LNG
Institute for Wealth Management's LNG Position: Q2 2026 in Review
Institute for Wealth Management reduced its Cheniere Energy (LNG) stake by 0.32% in Q2 2026, selling an estimated $5.48K and leaving 6,863 shares worth $1.64M. The position accounts for 0.14% of the portfolio, ranked #141.
Institute for Wealth Management first reported a position in LNG in Q2 2017 and has held it in 33 quarters since. The position peaked at $1.95M in Q1 2026. 1,345 funds tracked by Wall St. Rank hold LNG as of Q2 2026.
- Institute for Wealth Management held 6,863 shares of Cheniere Energy worth $1.64M as of Q2 2026.
- Institute for Wealth Management sold 22 Cheniere Energy shares in Q2 2026, an estimated $5.48K.
- Cheniere Energy made up 0.14% of Institute for Wealth Management's portfolio in Q2 2026, its #141 holding.
- Institute for Wealth Management first reported a position in Cheniere Energy in Q2 2017 and has held it in 33 quarters since.
- Institute for Wealth Management's Cheniere Energy position peaked at $1.95M in Q1 2026.
- 1,345 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.