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

Total Wealth Planning & Management’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 Q3	$2M	Sell	7,429 -3,749	-34%	-$1.01M	1.48%	9
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Total Wealth Planning & Management's LNG Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Cheniere Energy (LNG) stake by 34% in Q3 2026, selling an estimated $1.01M and leaving 7,429 shares worth $2M. The position accounts for 1.48% of the portfolio, ranked #9.

Total Wealth Planning & Management first reported a position in LNG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.34M in Q1 2026. 1,185 funds tracked by Wall St. Rank hold LNG as of Q3 2026.

Total Wealth Planning & Management held 7,429 shares of Cheniere Energy worth $2M as of Q3 2026.
Total Wealth Planning & Management sold 3,749 Cheniere Energy shares in Q3 2026, an estimated $1.01M.
Cheniere Energy made up 1.48% of Total Wealth Planning & Management's portfolio in Q3 2026, its #9 holding.
Total Wealth Planning & Management first reported a position in Cheniere Energy in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's Cheniere Energy position peaked at $4.34M in Q1 2026.
1,185 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.