Ninety One (UK)’s Cheniere Energy LNG Stock Holding History

Ninety One (UK)’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 Q3	$170M	Buy	630,788 +128,146	+25%	+$34.5M	0.37%	63
2026 Q2	$120M	Buy	502,642 +421,980	+523%	+$105M	0.27%	69
2026 Q1	$22.9M	Sell	80,662 -799,901	-91%	-$185M	0.05%	136
2025 Q4	$171M	Sell	880,563 -731,310	-45%	-$154M	0.37%	62
2025 Q3	$379M	Sell	1,611,873 -196,952	-11%	-$46.3M	0.82%	35
2025 Q2	$440M	Buy	1,808,825 +301,912	+20%	+$69.9M	1.03%	28
2025 Q1	$349M	Sell	1,506,913 -2,804	-0.2%	-$631K	0.97%	30
2024 Q4	$324M	Buy	1,509,717 +1,409,116	+1,401%	+$286M	0.87%	29
2024 Q3	$18.1M	Buy	+100,601	New	+$18.1M	0.05%	138

Other funds holding LNG

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Ninety One (UK)'s LNG Position: Q3 2026 in Review

Ninety One (UK) increased its Cheniere Energy (LNG) stake by 25% in Q3 2026, buying an estimated $34.5M and bringing the position to 630,788 shares worth $170M. The position accounts for 0.37% of the portfolio, ranked #63.

Ninety One (UK) first reported a position in LNG in Q3 2024 and has held it in 9 quarters since. The position peaked at $440M in Q2 2025. 339 funds tracked by Wall St. Rank hold LNG as of Q3 2026.

Ninety One (UK) held 630,788 shares of Cheniere Energy worth $170M as of Q3 2026.
Ninety One (UK) bought 128,146 Cheniere Energy shares in Q3 2026, an estimated $34.5M.
Cheniere Energy made up 0.37% of Ninety One (UK)'s portfolio in Q3 2026, its #63 holding.
Ninety One (UK) first reported a position in Cheniere Energy in Q3 2024 and has held it in 9 quarters since.
Ninety One (UK)'s Cheniere Energy position peaked at $440M in Q2 2025.
339 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2026.

Based on Ninety One (UK)'s 13F filing for Q3 2026, filed 15 Oct 2026.