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Merewether Investment Management’s Cheniere Energy LNG Stock Holding History

Merewether Investment 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
Q1 		$130M Buy
459,471
+110,871
+32% +$25.6M 2.52% 11
2025
Q4 		$67.8M Buy
348,600
+306,000
+718% +$64.3M 1.56% 23
2025
Q3 		$10M Buy
+42,600
New +$10M 0.24% 60
2025
Q1 		– Sell
-28,500
Closed -$6.12M – 59
2024
Q4 		$6.12M Hold
28,500
– – 0.24% 48
2024
Q3 		$5.13M Buy
28,500
+12,100
+74% +$2.18M 0.24% 41
2024
Q2 		$2.87M Hold
16,400
– – 0.15% 39
2024
Q1 		$2.64M Buy
16,400
+4,600
+39% +$740K 0.14% 41
2023
Q4 		$2.01M Buy
+11,800
New +$2.03M 0.12% 42
2023
Q2 		– Sell
-4,000
Closed -$630K – 43
2023
Q1 		$630K Hold
4,000
– – 0.06% 36
2022
Q4 		$600K Buy
4,000
+1,500
+60% +$251K 0.06% 30
2022
Q3 		$415K Sell
2,500
-127,304
-98% -$19.3M 0.04% 30
2022
Q2 		$17.3M Buy
129,804
+32,704
+34% +$4.45M 2.24% 18
2022
Q1 		$13.5M Sell
97,100
-232,900
-71% -$28.3M 1.37% 19
2021
Q4 		$33.5M Buy
+330,000
New +$34.4M 3.55% 10
2021
Q3 		– Sell
-4,632
Closed -$402K – 41
2021
Q2 		$402K Sell
4,632
-207,760
-98% -$16.9M 0.07% 31
2021
Q1 		$15.3M Buy
+212,392
New +$14.5M 2.46% 18

Other funds holding LNG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Merewether Investment Management's LNG Position: Q1 2026 in Review

Merewether Investment Management increased its Cheniere Energy (LNG) stake by 32% in Q1 2026, buying an estimated $25.6M and bringing the position to 459,471 shares worth $130M. The position accounts for 2.52% of the portfolio, ranked #11.

Merewether Investment Management first reported a position in LNG in Q1 2021 and has held it in 16 quarters since. 1,362 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

  • Merewether Investment Management held 459,471 shares of Cheniere Energy worth $130M as of Q1 2026.
  • Merewether Investment Management bought 110,871 Cheniere Energy shares in Q1 2026, an estimated $25.6M.
  • Cheniere Energy made up 2.52% of Merewether Investment Management's portfolio in Q1 2026, its #11 holding.
  • Merewether Investment Management first reported a position in Cheniere Energy in Q1 2021 and has held it in 16 quarters since.
  • 1,362 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on Merewether Investment Management's 13F filing for Q1 2026, filed 15 May 2026.