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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
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
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

Total Wealth Planning & Management's LNG Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Cheniere Energy (LNG) stake by 136% in Q1 2026, buying an estimated $2.04M and bringing the position to 15,306 shares worth $4.34M. The position accounts for 3.21% of the portfolio, ranked #1.

Total Wealth Planning & Management first reported a position in LNG in Q4 2024 and has held it in 5 quarters since. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

  • Total Wealth Planning & Management held 15,306 shares of Cheniere Energy worth $4.34M as of Q1 2026.
  • Total Wealth Planning & Management bought 8,830 Cheniere Energy shares in Q1 2026, an estimated $2.04M.
  • Cheniere Energy made up 3.21% of Total Wealth Planning & Management's portfolio in Q1 2026, its #1 holding.
  • Total Wealth Planning & Management first reported a position in Cheniere Energy in Q4 2024 and has held it in 5 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.