Optimum Investment Advisors’s Cheniere Energy LNG Stock Holding History

Optimum Investment Advisors’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
2025 Q3	$17.6K	Hold	75	–	–	0.01%	455
2025 Q2	$18.3K	Hold	75	–	–	0.01%	449
2025 Q1	$17.4K	Hold	75	–	–	0.01%	455
2024 Q4	$16.1K	Hold	75	–	–	0.01%	457
2024 Q3	$13.5K	Hold	75	–	–	0.01%	502
2024 Q2	$13.1K	Hold	75	–	–	0.01%	496
2024 Q1	$12.1K	Sell	75 -500	-87%	-$80.4K	0.01%	506
2023 Q4	$98.2K	Hold	575	–	–	0.05%	264
2023 Q3	$95.4K	Hold	575	–	–	0.05%	271
2023 Q2	$87.6K	Hold	575	–	–	0.04%	294
2023 Q1	$90.6K	Buy	575 +400	+229%	+$60.4K	0.05%	281
2022 Q4	$26.2K	Buy	175 +100	+133%	+$16.7K	0.01%	454
2022 Q3	$12K	Buy	+75	New	+$11.4K	0.01%	564
2022 Q2	–	Sell	-350	Closed	-$49K	–	871
2022 Q1	$49K	Buy	+350	New	+$42.5K	0.02%	431
2021 Q1	–	Sell	-500	Closed	-$30K	–	937
2020 Q4	$30K	Hold	500	–	–	0.01%	560
2020 Q3	$23K	Hold	500	–	–	0.01%	583
2020 Q2	$24K	Hold	500	–	–	0.01%	573
2020 Q1	$17K	Hold	500	–	–	0.01%	610
2019 Q4	$31K	Hold	500	–	–	0.01%	600
2019 Q3	$32K	Hold	500	–	–	0.01%	599
2019 Q2	$34K	Sell	500 -350	-41%	-$23.2K	0.01%	586
2019 Q1	$58K	Hold	850	–	–	0.02%	481
2018 Q4	$50K	Hold	850	–	–	0.02%	477
2018 Q3	$59K	Hold	850	–	–	0.02%	504
2018 Q2	$55K	Hold	850	–	–	0.02%	514
2018 Q1	$45K	Buy	+850	New	+$46.8K	0.01%	541

Other funds holding LNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optimum Investment Advisors's LNG Position: Q3 2025 in Review

Optimum Investment Advisors held its Cheniere Energy (LNG) position steady in Q3 2025 at 75 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #455.

Optimum Investment Advisors first reported a position in LNG in Q1 2018 and has held it in 26 quarters since. The position peaked at $98.2K in Q4 2023. 1,237 funds tracked by Wall St. Rank hold LNG as of Q3 2025.

Optimum Investment Advisors held 75 shares of Cheniere Energy worth $17.6K as of Q3 2025.
Optimum Investment Advisors left its Cheniere Energy share count unchanged in Q3 2025.
Cheniere Energy made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #455 holding.
Optimum Investment Advisors first reported a position in Cheniere Energy in Q1 2018 and has held it in 26 quarters since.
Optimum Investment Advisors's Cheniere Energy position peaked at $98.2K in Q4 2023.
1,237 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.