Total Wealth Planning & Management’s Cheniere Energy LNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.67M Sell
11,178
-4,128
-27% -$1.03M 1.81% 6
2026
Q1
$4.34M Buy
15,306
+8,830
+136% +$2.04M 3.21% 1
2025
Q4
$1.26M Buy
+6,476
New +$1.36M 0.93% 22
2025
Q2
$1.61M Sell
4,200
-2,847
-40% -$659K 1.31% 9
2025
Q1
$1.63M Buy
7,047
+467
+7% +$105K 1.55% 9
2024
Q4
$1.41M Buy
+6,580
New +$1.34M 1.28% 14

Other funds holding LNG

Total Wealth Planning & Management's LNG Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Cheniere Energy (LNG) stake by 27% in Q2 2026, selling an estimated $1.03M and leaving 11,178 shares worth $2.67M. The position accounts for 1.81% of the portfolio, ranked #6.

Total Wealth Planning & Management first reported a position in LNG in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.34M in Q1 2026. 1,341 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

  • Total Wealth Planning & Management held 11,178 shares of Cheniere Energy worth $2.67M as of Q2 2026.
  • Total Wealth Planning & Management sold 4,128 Cheniere Energy shares in Q2 2026, an estimated $1.03M.
  • Cheniere Energy made up 1.81% of Total Wealth Planning & Management's portfolio in Q2 2026, its #6 holding.
  • Total Wealth Planning & Management first reported a position in Cheniere Energy in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Cheniere Energy position peaked at $4.34M in Q1 2026.
  • 1,341 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.