Van Hulzen Asset Management’s Cheniere Energy LNG Stock Holding History

Van Hulzen Asset 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	$3.88M	Buy	13,665 +1,002	+8%	+$231K	0.29%	74
2025 Q4	$2.46M	Buy	12,663 +504	+4%	+$106K	0.18%	91
2025 Q3	$2.86M	Buy	12,159 +325	+3%	+$76.4K	0.21%	83
2025 Q2	$2.88M	Buy	11,834 +145	+1%	+$33.6K	0.24%	77
2025 Q1	$2.7M	Sell	11,689 -4,103	-26%	-$924K	0.25%	77
2024 Q4	$3.39M	Buy	15,792 +936	+6%	+$190K	0.25%	79
2024 Q3	$2.67M	Buy	14,856 +332	+2%	+$59.7K	0.19%	94
2024 Q2	$2.54M	Sell	14,524 -26,342	-64%	-$4.19M	0.17%	93
2024 Q1	$6.59M	Sell	40,866 -171	-0.4%	-$27.5K	0.44%	57
2023 Q4	$7M	Buy	41,037 +14,349	+54%	+$2.47M	0.49%	54
2023 Q3	$4.43M	Buy	26,688 +500	+2%	+$80.7K	0.34%	62
2023 Q2	$3.99M	Buy	+26,188	New	+$3.88M	0.34%	64
2022 Q1	–	Sell	-3,700	Closed	-$374K	–	322
2021 Q4	$374K	Buy	+3,700	New	+$386K	0.04%	208

Other funds holding LNG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Van Hulzen Asset Management's LNG Position: Q1 2026 in Review

Van Hulzen Asset Management increased its Cheniere Energy (LNG) stake by 7.9% in Q1 2026, buying an estimated $231K and bringing the position to 13,665 shares worth $3.88M. The position accounts for 0.29% of the portfolio, ranked #74.

Van Hulzen Asset Management first reported a position in LNG in Q4 2021 and has held it in 13 quarters since. The position peaked at $7M in Q4 2023. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

Van Hulzen Asset Management held 13,665 shares of Cheniere Energy worth $3.88M as of Q1 2026.
Van Hulzen Asset Management bought 1,002 Cheniere Energy shares in Q1 2026, an estimated $231K.
Cheniere Energy made up 0.29% of Van Hulzen Asset Management's portfolio in Q1 2026, its #74 holding.
Van Hulzen Asset Management first reported a position in Cheniere Energy in Q4 2021 and has held it in 13 quarters since.
Van Hulzen Asset Management's Cheniere Energy position peaked at $7M in Q4 2023.
1,361 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.