Waverly Advisors’s Cheniere Energy LNG Stock Holding History

Waverly 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	$20.7M	Sell	72,796 -4,059	-5%	-$937K	0.15%	137
2025 Q4	$14.9M	Sell	76,855 -3,667	-5%	-$770K	0.12%	156
2025 Q3	$18.9M	Buy	80,522 +6,550	+9%	+$1.54M	0.19%	104
2025 Q2	$18M	Sell	73,972 -3,181	-4%	-$737K	0.2%	101
2025 Q1	$17.9M	Buy	+77,153	New	+$17.4M	0.22%	96
2018 Q1	–	Sell	-150	Closed	-$8K	–	283
2017 Q4	$8K	Buy	+150	New	+$7.24K	﹤0.01%	340

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

Waverly Advisors's LNG Position: Q1 2026 in Review

Waverly Advisors reduced its Cheniere Energy (LNG) stake by 5.3% in Q1 2026, selling an estimated $937K and leaving 72,796 shares worth $20.7M. The position accounts for 0.15% of the portfolio, ranked #137.

Waverly Advisors first reported a position in LNG in Q4 2017 and has held it in 6 quarters since. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

Waverly Advisors held 72,796 shares of Cheniere Energy worth $20.7M as of Q1 2026.
Waverly Advisors sold 4,059 Cheniere Energy shares in Q1 2026, an estimated $937K.
Cheniere Energy made up 0.15% of Waverly Advisors's portfolio in Q1 2026, its #137 holding.
Waverly Advisors first reported a position in Cheniere Energy in Q4 2017 and has held it in 6 quarters since.
1,361 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.