Ninety One (UK)
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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
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
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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Ninety One (UK)'s LNG Position: Q2 2026 in Review

Ninety One (UK) increased its Cheniere Energy (LNG) stake by 523% in Q2 2026, buying an estimated $105M and bringing the position to 502,642 shares worth $120M. The position accounts for 0.27% of the portfolio, ranked #69.

Ninety One (UK) first reported a position in LNG in Q3 2024 and has held it in 8 quarters since. The position peaked at $440M in Q2 2025. 298 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

  • Ninety One (UK) held 502,642 shares of Cheniere Energy worth $120M as of Q2 2026.
  • Ninety One (UK) bought 421,980 Cheniere Energy shares in Q2 2026, an estimated $105M.
  • Cheniere Energy made up 0.27% of Ninety One (UK)'s portfolio in Q2 2026, its #69 holding.
  • Ninety One (UK) first reported a position in Cheniere Energy in Q3 2024 and has held it in 8 quarters since.
  • Ninety One (UK)'s Cheniere Energy position peaked at $440M in Q2 2025.
  • 298 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.