Zimmer Partners’s Cheniere Energy LNG Stock Holding History

Zimmer Partners’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
2025 Q3	–	Sell	-75,000	Closed	-$18.3M	–	177
2025 Q2	$18.3M	Buy	+75,000	New	+$17.4M	0.4%	57
2024 Q4	–	Sell	-250,000	Closed	-$45M	–	164
2024 Q3	$45M	Hold	250,000	–	–	0.82%	32
2024 Q2	$43.7M	Buy	+250,000	New	+$39.8M	0.81%	26
2016 Q3	–	Sell	-200,000	Closed	-$7.51M	–	87
2016 Q2	$7.51M	Buy	+200,000	New	+$7.03M	0.22%	80
2015 Q3	–	Sell	-350,000	Closed	-$24.2M	–	82
2015 Q2	$24.2M	Buy	350,000 +250,000	+250%	+$18.7M	1.32%	30
2015 Q1	$7.74M	Hold	100,000	–	–	0.51%	43
2014 Q4	$7.04M	Buy	+100,000	New	+$7.05M	0.62%	32

Other funds holding LNG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Zimmer Partners's LNG Position: Q2 2026 in Review

Zimmer Partners increased its Cheniere Energy (LNG) stake by 753% in Q2 2026, buying an estimated $103M and bringing the position to 469,000 shares worth $112M. The position accounts for 2.58% of the portfolio, ranked #13.

Zimmer Partners first reported a position in LNG in Q2 2013 and has held it in 40 quarters since. The position peaked at $375M in Q2 2018. 1,341 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

Zimmer Partners held 469,000 shares of Cheniere Energy worth $112M as of Q2 2026.
Zimmer Partners bought 414,000 Cheniere Energy shares in Q2 2026, an estimated $103M.
Cheniere Energy made up 2.58% of Zimmer Partners's portfolio in Q2 2026, its #13 holding.
Zimmer Partners first reported a position in Cheniere Energy in Q2 2013 and has held it in 40 quarters since.
Zimmer Partners's Cheniere Energy position peaked at $375M in Q2 2018.
1,341 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.