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Wellspring Financial Advisors’s Cheniere Energy LNG Stock Holding History

Wellspring Financial 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 		– Sell
-1,780
Closed -$345K – 297
2025
Q4 		$345K Buy
+1,780
New +$374K 0.03% 184

Other funds holding LNG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wellspring Financial Advisors's LNG Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of Cheniere Energy (LNG) in Q1 2026, closing a stake of 1,780 shares — an estimated $345K sold.

Wellspring Financial Advisors first reported a position in LNG in Q4 2025 and held it in 1 quarter. The position peaked at $345K in Q4 2025. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining Cheniere Energy position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,780 Cheniere Energy shares in Q1 2026, an estimated $345K.
  • Wellspring Financial Advisors first reported a position in Cheniere Energy in Q4 2025 and held it in 1 quarter.
  • Wellspring Financial Advisors's Cheniere Energy position peaked at $345K in Q4 2025.
  • 1,361 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

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