Xcel Wealth Management’s Cheniere Energy LNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Xcel Wealth Management's LNG Position: Q2 2026 in Review

Xcel Wealth Management increased its Cheniere Energy (LNG) stake by 6.9% in Q2 2026, buying an estimated $31.1K and bringing the position to 1,925 shares worth $460K. The position accounts for 0.11% of the portfolio, ranked #109.

Xcel Wealth Management first reported a position in LNG in Q3 2023 and has held it in 12 quarters since. The position peaked at $511K in Q1 2026. 1,341 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

  • Xcel Wealth Management held 1,925 shares of Cheniere Energy worth $460K as of Q2 2026.
  • Xcel Wealth Management bought 125 Cheniere Energy shares in Q2 2026, an estimated $31.1K.
  • Cheniere Energy made up 0.11% of Xcel Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Xcel Wealth Management first reported a position in Cheniere Energy in Q3 2023 and has held it in 12 quarters since.
  • Xcel Wealth Management's Cheniere Energy position peaked at $511K in Q1 2026.
  • 1,341 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.