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 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

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

Whalen Wealth Management's LNG Position: Q1 2026 in Review

Whalen Wealth Management reduced its Cheniere Energy (LNG) stake by 6.4% in Q1 2026, selling an estimated $22.2K and leaving 1,400 shares worth $397K. The position accounts for 0.21% of the portfolio, ranked #119.

Whalen Wealth Management first reported a position in LNG in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q3 2025. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

Whalen Wealth Management held 1,400 shares of Cheniere Energy worth $397K as of Q1 2026.
Whalen Wealth Management sold 96 Cheniere Energy shares in Q1 2026, an estimated $22.2K.
Cheniere Energy made up 0.21% of Whalen Wealth Management's portfolio in Q1 2026, its #119 holding.
Whalen Wealth Management first reported a position in Cheniere Energy in Q2 2024 and has held it in 7 quarters since.
Whalen Wealth Management's Cheniere Energy position peaked at $1.31M in Q3 2025.
1,361 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.