VLKIM
LNG icon

Van Lanschot Kempen Investment Management’s Cheniere Energy LNG Stock Holding History

Van Lanschot Kempen Investment 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 		$19M Sell
66,803
-12,732
-16% -$2.94M 0.17% 95
2025
Q4 		$15.5M Sell
79,535
-22,704
-22% -$4.77M 0.13% 120
2025
Q3 		$24M Sell
102,239
-5,985
-6% -$1.41M 0.21% 83
2025
Q2 		$26.4M Buy
108,224
+126
+0.1% +$29.2K 0.25% 77
2025
Q1 		$25M Sell
108,098
-12,772
-11% -$2.88M 0.26% 81
2024
Q4 		$26M Sell
120,870
-34,031
-22% -$6.91M 0.26% 88
2024
Q3 		$27.9M Buy
154,901
+10,115
+7% +$1.82M 0.28% 91
2024
Q2 		$25.3M Buy
144,786
+109,725
+313% +$17.5M 0.28% 85
2024
Q1 		$5.65M Sell
35,061
-1,180
-3% -$190K 0.07% 153
2023
Q4 		$6.19M Sell
36,241
-559
-2% -$96K 0.09% 145
2023
Q3 		$6.11M Hold
36,800
– – 0.11% 123
2023
Q2 		$5.61M Buy
36,800
+790
+2% +$117K 0.1% 127
2023
Q1 		$5.68M Hold
36,010
– – 0.11% 130
2022
Q4 		$5.4M Sell
36,010
-2,017
-5% -$337K 0.16% 114
2022
Q3 		$6.31M Hold
38,027
– – 0.25% 97
2022
Q2 		$5.06M Hold
38,027
– – 0.18% 109
2022
Q1 		$5.27M Buy
38,027
+2,566
+7% +$312K 0.16% 105
2021
Q4 		$3.6M Sell
35,461
-1,278
-3% -$133K 0.11% 116
2021
Q3 		$3.59M Buy
36,739
+6,699
+22% +$586K 0.13% 118
2021
Q2 		$2.61M Buy
30,040
+3,826
+15% +$311K 0.09% 132
2021
Q1 		$1.89M Sell
26,214
-2,120
-7% -$145K 0.09% 125
2020
Q4 		$1.7M Buy
28,334
+320
+1% +$17.2K 0.1% 122
2020
Q3 		$1.3M Buy
28,014
+11,634
+71% +$590K 0.1% 122
2020
Q2 		$791K Buy
16,380
+2,324
+17% +$102K 0.06% 136
2020
Q1 		$471K Buy
14,056
+6,245
+80% +$320K 0.04% 142
2019
Q4 		$477K Buy
7,811
+2,436
+45% +$150K 0.03% 153
2019
Q3 		$339K Buy
5,375
+1,045
+24% +$66.9K 0.03% 154
2019
Q2 		$296K Buy
4,330
+1,651
+62% +$109K 0.03% 147
2019
Q1 		$183K Buy
2,679
+703
+36% +$46.2K 0.02% 152
2018
Q4 		$117K Buy
+1,976
New +$122K 0.01% 119

Other funds holding LNG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Van Lanschot Kempen Investment Management's LNG Position: Q1 2026 in Review

Van Lanschot Kempen Investment Management reduced its Cheniere Energy (LNG) stake by 16% in Q1 2026, selling an estimated $2.94M and leaving 66,803 shares worth $19M. The position accounts for 0.17% of the portfolio, ranked #95.

Van Lanschot Kempen Investment Management first reported a position in LNG in Q4 2018 and has held it in 30 quarters since. The position peaked at $27.9M in Q3 2024. 1,366 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

  • Van Lanschot Kempen Investment Management held 66,803 shares of Cheniere Energy worth $19M as of Q1 2026.
  • Van Lanschot Kempen Investment Management sold 12,732 Cheniere Energy shares in Q1 2026, an estimated $2.94M.
  • Cheniere Energy made up 0.17% of Van Lanschot Kempen Investment Management's portfolio in Q1 2026, its #95 holding.
  • Van Lanschot Kempen Investment Management first reported a position in Cheniere Energy in Q4 2018 and has held it in 30 quarters since.
  • Van Lanschot Kempen Investment Management's Cheniere Energy position peaked at $27.9M in Q3 2024.
  • 1,366 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.