WWP
LNG icon

WR Wealth Planners’s Cheniere Energy LNG Stock Holding History

WR Wealth Planners’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
2024
Q4 		$26.4K Buy
123
+97
+373% +$19.7K 0.01% 418
2024
Q3 		$4.68K Sell
26
-2
-7% -$360 ﹤0.01% 760
2024
Q2 		$4.89K Buy
28
+5
+22% +$796 ﹤0.01% 719
2024
Q1 		$3.71K Buy
+23
New +$3.7K ﹤0.01% 779
2023
Q4 		– Sell
-15
Closed -$2.49K – 566
2023
Q3 		$2.49K Buy
+15
New +$2.42K ﹤0.01% 754
2022
Q4 		– Sell
-22
Closed -$3.65K – 526
2022
Q3 		$3.65K Buy
+22
New +$3.34K ﹤0.01% 343

Other funds holding LNG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's LNG Position: Q4 2024 in Review

WR Wealth Planners increased its Cheniere Energy (LNG) stake by 373% in Q4 2024, buying an estimated $19.7K and bringing the position to 123 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #418.

WR Wealth Planners first reported a position in LNG in Q3 2022 and has held it in 6 quarters since. 1,128 funds tracked by Wall St. Rank hold LNG as of Q4 2024.

  • WR Wealth Planners held 123 shares of Cheniere Energy worth $26.4K as of Q4 2024.
  • WR Wealth Planners bought 97 Cheniere Energy shares in Q4 2024, an estimated $19.7K.
  • Cheniere Energy made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #418 holding.
  • WR Wealth Planners first reported a position in Cheniere Energy in Q3 2022 and has held it in 6 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Cheniere Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.