Whalen Wealth Management’s Cheniere Energy LNG Stock Holding History

Whalen Wealth 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 Q3	$416K	Sell	1,548 -285	-16%	-$76.6K	0.18%	133
2026 Q2	$438K	Buy	1,833 +433	+31%	+$108K	0.2%	126
2026 Q1	$397K	Sell	1,400 -96	-6%	-$22.2K	0.21%	119
2025 Q4	$291K	Sell	1,496 -4,085	-73%	-$858K	0.16%	164
2025 Q3	$1.31M	Buy	5,581 +3,949	+242%	+$928K	0.77%	29
2025 Q2	$397K	Buy	+1,632	New	+$378K	0.25%	115
2025 Q1	–	Sell	-1,136	Closed	-$244K	–	157
2024 Q4	$244K	Sell	1,136 -32	-3%	-$6.5K	0.17%	124
2024 Q3	$210K	Sell	1,168 -82	-7%	-$14.7K	0.15%	111
2024 Q2	$219K	Buy	+1,250	New	+$199K	0.17%	98

Other funds holding LNG

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Whalen Wealth Management's LNG Position: Q3 2026 in Review

Whalen Wealth Management reduced its Cheniere Energy (LNG) stake by 16% in Q3 2026, selling an estimated $76.6K and leaving 1,548 shares worth $416K. The position accounts for 0.18% of the portfolio, ranked #133.

Whalen Wealth Management first reported a position in LNG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q3 2025. 38 funds tracked by Wall St. Rank hold LNG as of Q3 2026.

Whalen Wealth Management held 1,548 shares of Cheniere Energy worth $416K as of Q3 2026.
Whalen Wealth Management sold 285 Cheniere Energy shares in Q3 2026, an estimated $76.6K.
Cheniere Energy made up 0.18% of Whalen Wealth Management's portfolio in Q3 2026, its #133 holding.
Whalen Wealth Management first reported a position in Cheniere Energy in Q2 2024 and has held it in 9 quarters since.
Whalen Wealth Management's Cheniere Energy position peaked at $1.31M in Q3 2025.
38 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.