Sourcerock Group’s Cheniere Energy LNG Stock Holding History

Sourcerock Group’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 Q1	$56.8M	Buy	+200,000	New	+$46.2M	2.29%	12

Other funds holding LNG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Sourcerock Group's LNG Position: Q1 2026 in Review

Sourcerock Group increased its Cheniere Energy (LNG) stake by 350% in Q1 2026, buying an estimated $40.4M and bringing the position to 225,114 shares worth $63.9M. The position accounts for 2.58% of the portfolio, ranked #11.

Sourcerock Group first reported a position in LNG in Q1 2022 and has held it in 17 quarters since. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

Sourcerock Group held 225,114 shares of Cheniere Energy worth $63.9M as of Q1 2026.
Sourcerock Group bought 175,114 Cheniere Energy shares in Q1 2026, an estimated $40.4M.
Cheniere Energy made up 2.58% of Sourcerock Group's portfolio in Q1 2026, its #11 holding.
Sourcerock Group first reported a position in Cheniere Energy in Q1 2022 and has held it in 17 quarters since.
1,361 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on Sourcerock Group's 13F filing for Q1 2026, filed 15 May 2026.