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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
Q2 		$1.61M Sell
6,730
-316
-4% -$78.7K 0.08% 180
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

WealthPlan Investment Management's LNG Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Cheniere Energy (LNG) stake by 4.5% in Q2 2026, selling an estimated $78.7K and leaving 6,730 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #180.

WealthPlan Investment Management first reported a position in LNG in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.68M in Q2 2025. 1,345 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

  • WealthPlan Investment Management held 6,730 shares of Cheniere Energy worth $1.61M as of Q2 2026.
  • WealthPlan Investment Management sold 316 Cheniere Energy shares in Q2 2026, an estimated $78.7K.
  • Cheniere Energy made up 0.08% of WealthPlan Investment Management's portfolio in Q2 2026, its #180 holding.
  • WealthPlan Investment Management first reported a position in Cheniere Energy in Q4 2022 and has held it in 15 quarters since.
  • WealthPlan Investment Management's Cheniere Energy position peaked at $5.68M in Q2 2025.
  • 1,345 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.