New England Research & Management’s Cheniere Energy LNG Stock Holding History

New England Research & 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	$1.12M	Buy	+4,700	New	+$1.17M	0.44%	70
2025 Q1	–	Sell	-5,850	Closed	-$1.26M	–	156
2024 Q4	$1.26M	Buy	+5,850	New	+$1.19M	0.64%	53
2024 Q3	–	Sell	-2,350	Closed	-$411K	–	166
2024 Q2	$411K	Buy	+2,350	New	+$374K	0.2%	135
2023 Q2	–	Sell	-7,660	Closed	-$1.21M	–	151
2023 Q1	$1.21M	Sell	7,660 -315	-4%	-$47.6K	0.71%	55
2022 Q4	$1.2M	Buy	+7,975	New	+$1.33M	0.69%	53
2022 Q3	–	Sell	-20,000	Closed	-$2.66M	–	179
2022 Q2	$2.66M	Buy	+20,000	New	+$2.72M	1.55%	13
2020 Q4	–	Sell	-5,925	Closed	-$274K	–	162
2020 Q3	$274K	Hold	5,925	–	–	0.2%	115
2020 Q2	$286K	Sell	5,925 -400	-6%	-$17.5K	0.2%	125
2020 Q1	$212K	Sell	6,325 -300	-5%	-$15.4K	0.18%	126
2019 Q4	$405K	Sell	6,625 -1,775	-21%	-$109K	0.27%	113
2019 Q3	$530K	Sell	8,400 -850	-9%	-$54.4K	0.38%	91
2019 Q2	$633K	Buy	9,250 +5,100	+123%	+$338K	0.43%	89
2019 Q1	$284K	Buy	+4,150	New	+$273K	0.19%	134

Other funds holding LNG

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

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

New England Research & Management's LNG Position: Q2 2026 in Review

New England Research & Management opened a new position in Cheniere Energy (LNG) in Q2 2026: 4,700 shares worth $1.12M. The stake represents 0.44% of the portfolio and ranks #70 among its holdings. This is a return to the name: New England Research & Management previously reported a position in LNG as recently as Q4 2024.

New England Research & Management first reported a position in LNG in Q1 2019 and has held it in 13 quarters since. The position peaked at $2.66M in Q2 2022. 515 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

New England Research & Management held 4,700 shares of Cheniere Energy worth $1.12M as of Q2 2026.
Cheniere Energy was a new New England Research & Management position in Q2 2026.
Cheniere Energy made up 0.44% of New England Research & Management's portfolio in Q2 2026, its #70 holding.
New England Research & Management first reported a position in Cheniere Energy in Q1 2019 and has held it in 13 quarters since.
New England Research & Management's Cheniere Energy position peaked at $2.66M in Q2 2022.
515 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.