Xcel Wealth Management
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Xcel Wealth Management’s Cheniere Energy LNG Stock Holding History

Xcel 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 		$518K Hold
1,925
– – 0.13% 106
2026
Q2 		$460K Buy
1,925
+125
+7% +$31.1K 0.11% 109
2026
Q1 		$511K Hold
1,800
– – 0.14% 102
2025
Q4 		$350K Hold
1,800
– – 0.09% 121
2025
Q3 		$423K Hold
1,800
– – 0.11% 103
2025
Q2 		$438K Hold
1,800
– – 0.12% 97
2025
Q1 		$417K Buy
1,800
+75
+4% +$16.9K 0.13% 101
2024
Q4 		$371K Buy
1,725
+25
+1% +$5.08K 0.1% 100
2024
Q3 		$306K Hold
1,700
– – 0.09% 107
2024
Q2 		$297K Sell
1,700
-112
-6% -$17.8K 0.09% 103
2024
Q1 		$292K Sell
1,812
-149
-8% -$24K 0.09% 101
2023
Q4 		$335K Buy
1,961
+65
+3% +$11.2K 0.12% 91
2023
Q3 		$315K Buy
+1,896
New +$306K 0.12% 90

Other funds holding LNG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Xcel Wealth Management held its Cheniere Energy (LNG) position steady in Q3 2026 at 1,925 shares worth $518K. The position accounts for 0.13% of the portfolio, ranked #106.

Xcel Wealth Management first reported a position in LNG in Q3 2023 and has held it in 13 quarters since. 793 funds tracked by Wall St. Rank hold LNG as of Q3 2026.

  • Xcel Wealth Management held 1,925 shares of Cheniere Energy worth $518K as of Q3 2026.
  • Xcel Wealth Management left its Cheniere Energy share count unchanged in Q3 2026.
  • Cheniere Energy made up 0.13% of Xcel Wealth Management's portfolio in Q3 2026, its #106 holding.
  • Xcel Wealth Management first reported a position in Cheniere Energy in Q3 2023 and has held it in 13 quarters since.
  • 793 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.