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 Q2	$18.9M	Buy	78,936 +6,140	+8%	+$1.53M	0.11%	183
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Waverly Advisors's LNG Position: Q2 2026 in Review

Waverly Advisors increased its Cheniere Energy (LNG) stake by 8.4% in Q2 2026, buying an estimated $1.53M and bringing the position to 78,936 shares worth $18.9M. The position accounts for 0.11% of the portfolio, ranked #183.

Waverly Advisors first reported a position in LNG in Q4 2017 and has held it in 7 quarters since. The position peaked at $20.7M in Q1 2026. 1,345 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

Waverly Advisors held 78,936 shares of Cheniere Energy worth $18.9M as of Q2 2026.
Waverly Advisors bought 6,140 Cheniere Energy shares in Q2 2026, an estimated $1.53M.
Cheniere Energy made up 0.11% of Waverly Advisors's portfolio in Q2 2026, its #183 holding.
Waverly Advisors first reported a position in Cheniere Energy in Q4 2017 and has held it in 7 quarters since.
Waverly Advisors's Cheniere Energy position peaked at $20.7M in Q1 2026.
1,345 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.