WealthPLAN Partners’s Cheniere Energy LNG Stock Holding History

WealthPLAN Partners’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	$649K	Sell	2,286 -1,473	-39%	-$340K	0.13%	136
2025 Q4	$731K	Sell	3,759 -282	-7%	-$59.2K	0.11%	145
2025 Q3	$950K	Buy	4,041 +141	+4%	+$33.1K	0.14%	129
2025 Q2	$950K	Sell	3,900 -3,715	-49%	-$860K	0.15%	128
2025 Q1	$1.76M	Sell	7,615 -1,290	-14%	-$290K	0.25%	95
2024 Q4	$1.91M	Sell	8,905 -2,041	-19%	-$414K	0.27%	95
2024 Q3	$1.97M	Sell	10,946 -2,108	-16%	-$379K	0.26%	96
2024 Q2	$2.28M	Buy	13,054 +3,933	+43%	+$626K	0.25%	98
2024 Q1	$1.47M	Buy	9,121 +604	+7%	+$97.1K	0.15%	134
2023 Q4	$1.45M	Buy	8,517 +656	+8%	+$113K	0.15%	138
2023 Q3	$1.3M	Buy	7,861 +4,900	+165%	+$791K	0.15%	133
2023 Q2	$451K	Sell	2,961 -4,278	-59%	-$633K	0.06%	200
2023 Q1	$1.14M	Sell	7,239 -2,929	-29%	-$442K	0.13%	139
2022 Q4	$1.51M	Buy	+10,168	New	+$1.7M	0.11%	140
2016 Q3	$21.1K	Hold	500	–	–	0.01%	474
2016 Q2	$18.8K	Buy	+500	New	+$17.6K	﹤0.01%	1439
2015 Q4	$18.6K	Buy	+500	New	+$22.8K	﹤0.01%	951

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 Partners's LNG Position: Q1 2026 in Review

WealthPLAN Partners reduced its Cheniere Energy (LNG) stake by 39% in Q1 2026, selling an estimated $340K and leaving 2,286 shares worth $649K. The position accounts for 0.13% of the portfolio, ranked #136.

WealthPLAN Partners first reported a position in LNG in Q4 2015 and has held it in 17 quarters since. The position peaked at $2.28M in Q2 2024. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

WealthPLAN Partners held 2,286 shares of Cheniere Energy worth $649K as of Q1 2026.
WealthPLAN Partners sold 1,473 Cheniere Energy shares in Q1 2026, an estimated $340K.
Cheniere Energy made up 0.13% of WealthPLAN Partners's portfolio in Q1 2026, its #136 holding.
WealthPLAN Partners first reported a position in Cheniere Energy in Q4 2015 and has held it in 17 quarters since.
WealthPLAN Partners's Cheniere Energy position peaked at $2.28M in Q2 2024.
1,361 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.