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TFR Capital’s Cheniere Energy LNG Stock Holding History

TFR Capital’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 		$2.48M Buy
8,724
+606
+7% +$140K 0.76% 34
2025
Q4 		$1.58M Buy
8,118
+285
+4% +$59.8K 0.52% 57
2025
Q3 		$1.84M Buy
7,833
+188
+2% +$44.2K 0.61% 53
2025
Q2 		$1.86M Buy
7,645
+326
+4% +$75.5K 0.67% 49
2025
Q1 		$1.69M Buy
7,319
+189
+3% +$42.6K 0.71% 46
2024
Q4 		$1.53M Buy
+7,130
New +$1.45M 0.76% 45

Other funds holding LNG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TFR Capital's LNG Position: Q1 2026 in Review

TFR Capital increased its Cheniere Energy (LNG) stake by 7.5% in Q1 2026, buying an estimated $140K and bringing the position to 8,724 shares worth $2.48M. The position accounts for 0.76% of the portfolio, ranked #34.

TFR Capital first reported a position in LNG in Q4 2024 and has held it in 6 quarters since. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

  • TFR Capital held 8,724 shares of Cheniere Energy worth $2.48M as of Q1 2026.
  • TFR Capital bought 606 Cheniere Energy shares in Q1 2026, an estimated $140K.
  • Cheniere Energy made up 0.76% of TFR Capital's portfolio in Q1 2026, its #34 holding.
  • TFR Capital first reported a position in Cheniere Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on TFR Capital's 13F filing for Q1 2026, filed 4 May 2026.