Root Financial Partners’s Cheniere Energy LNG Stock Holding History

Root Financial Partners’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	–	Sell	-576	Closed	-$164K	–	1972
2026 Q1	$164K	Buy	576 +318	+123%	+$73.4K	0.01%	385
2025 Q4	$50.2K	Sell	258 -135	-34%	-$28.3K	﹤0.01%	710
2025 Q3	$92.4K	Buy	+393	New	+$92.4K	0.01%	464

Other funds holding LNG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Root Financial Partners's LNG Position: Q2 2026 in Review

Root Financial Partners sold out of Cheniere Energy (LNG) in Q2 2026, closing a stake of 576 shares — an estimated $164K sold.

Root Financial Partners first reported a position in LNG in Q3 2025 and held it in 3 quarters. The position peaked at $164K in Q1 2026. 1,343 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

Root Financial Partners reported no remaining Cheniere Energy position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 576 Cheniere Energy shares in Q2 2026, an estimated $164K.
Root Financial Partners first reported a position in Cheniere Energy in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Cheniere Energy position peaked at $164K in Q1 2026.
1,343 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.