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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
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

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

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

Xcel Wealth Management held its Cheniere Energy (LNG) position steady in Q1 2026 at 1,800 shares worth $511K. The position accounts for 0.14% of the portfolio, ranked #102.

Xcel Wealth Management first reported a position in LNG in Q3 2023 and has held it in 11 quarters since. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

  • Xcel Wealth Management held 1,800 shares of Cheniere Energy worth $511K as of Q1 2026.
  • Xcel Wealth Management left its Cheniere Energy share count unchanged in Q1 2026.
  • Cheniere Energy made up 0.14% of Xcel Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Xcel Wealth Management first reported a position in Cheniere Energy in Q3 2023 and has held it in 11 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.