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United Capital Financial Advisors’s Cheniere Energy LNG Stock Holding History

United Capital Financial Advisors’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 		$1.24M Buy
4,373
+2,436
+126% +$562K 0.01% 684
2025
Q4 		$377K Sell
1,937
-1,500
-44% -$315K ﹤0.01% 1086
2025
Q3 		$808K Sell
3,437
-604
-15% -$142K 0.01% 709
2025
Q2 		$984K Buy
4,041
+1,460
+57% +$338K 0.01% 598
2025
Q1 		$597K Buy
2,581
+34
+1% +$7.66K 0.01% 694
2024
Q4 		$547K Sell
2,547
-157
-6% -$31.9K ﹤0.01% 712
2024
Q3 		$486K Buy
2,704
+44
+2% +$7.91K ﹤0.01% 734
2024
Q2 		$465K Sell
2,660
-126
-5% -$20.1K ﹤0.01% 725
2024
Q1 		$449K Sell
2,786
-37
-1% -$5.95K ﹤0.01% 762
2023
Q4 		$482K Buy
+2,823
New +$485K ﹤0.01% 733
2023
Q1 		– Sell
-2,751
Closed -$413K – 1026
2022
Q4 		$413K Sell
2,751
-19
-0.7% -$3.18K ﹤0.01% 797
2022
Q3 		$460K Buy
2,770
+1,169
+73% +$177K ﹤0.01% 780
2022
Q2 		$213K Buy
1,601
+156
+11% +$21.2K ﹤0.01% 1041
2022
Q1 		$200K Buy
+1,445
New +$176K ﹤0.01% 1111
2019
Q3 		– Sell
-5,655
Closed -$387K – 1411
2019
Q2 		$387K Buy
+5,655
New +$374K ﹤0.01% 1124
2015
Q3 		– Sell
-3,767
Closed -$261K – 1286
2015
Q2 		$261K Buy
3,767
+993
+36% +$74.4K ﹤0.01% 1114
2015
Q1 		$212K Buy
+2,774
New +$207K ﹤0.01% 1166

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

United Capital Financial Advisors's LNG Position: Q1 2026 in Review

United Capital Financial Advisors increased its Cheniere Energy (LNG) stake by 126% in Q1 2026, buying an estimated $562K and bringing the position to 4,373 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #684.

United Capital Financial Advisors first reported a position in LNG in Q1 2015 and has held it in 17 quarters since. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

  • United Capital Financial Advisors held 4,373 shares of Cheniere Energy worth $1.24M as of Q1 2026.
  • United Capital Financial Advisors bought 2,436 Cheniere Energy shares in Q1 2026, an estimated $562K.
  • Cheniere Energy made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #684 holding.
  • United Capital Financial Advisors first reported a position in Cheniere Energy in Q1 2015 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 United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.