WealthPlan Investment Management’s Cheniere Energy LNG Stock Holding History

WealthPlan 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	$2M	Sell	7,046 -3,831	-35%	-$885K	0.11%	157
2025 Q4	$2.11M	Sell	10,877 -7,719	-42%	-$1.62M	0.13%	134
2025 Q3	$4.37M	Sell	18,596 -4,718	-20%	-$1.11M	0.29%	91
2025 Q2	$5.68M	Buy	23,314 +3,045	+15%	+$705K	0.41%	79
2025 Q1	$4.69M	Buy	20,269 +2,172	+12%	+$489K	0.46%	70
2024 Q4	$3.89M	Buy	18,097 +2,270	+14%	+$461K	0.38%	76
2024 Q3	$2.85M	Buy	15,827 +4,264	+37%	+$767K	0.29%	87
2024 Q2	$2.02M	Buy	11,563 +4,885	+73%	+$778K	0.31%	73
2024 Q1	$1.08M	Buy	6,678 +751	+13%	+$121K	0.16%	94
2023 Q4	$1.01M	Buy	5,927 +705	+14%	+$121K	0.16%	100
2023 Q3	$867K	Buy	5,222 +2,651	+103%	+$428K	0.15%	96
2023 Q2	$392K	Sell	2,571 -2,144	-45%	-$317K	0.12%	104
2023 Q1	$743K	Sell	4,715 -5,453	-54%	-$823K	0.13%	100
2022 Q4	$1.5M	Buy	+10,168	New	+$1.7M	0.11%	142

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

WealthPlan Investment Management's LNG Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Cheniere Energy (LNG) stake by 35% in Q1 2026, selling an estimated $885K and leaving 7,046 shares worth $2M. The position accounts for 0.11% of the portfolio, ranked #157.

WealthPlan Investment Management first reported a position in LNG in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.68M in Q2 2025. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

WealthPlan Investment Management held 7,046 shares of Cheniere Energy worth $2M as of Q1 2026.
WealthPlan Investment Management sold 3,831 Cheniere Energy shares in Q1 2026, an estimated $885K.
Cheniere Energy made up 0.11% of WealthPlan Investment Management's portfolio in Q1 2026, its #157 holding.
WealthPlan Investment Management first reported a position in Cheniere Energy in Q4 2022 and has held it in 14 quarters since.
WealthPlan Investment Management's Cheniere Energy position peaked at $5.68M in Q2 2025.
1,361 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.