Institute for Wealth Management, LLC.
Position in LNG — Cheniere Energy, Inc.
CIK 1533954
DENVER, CO
Position in LNG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,640,325
-$313,362 QoQ
Shares Held
6,863
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#564
of 1,330 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $3,412,082 across 16 Oil & Gas Midstream names. LNG ranks #1 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
This page
|
6,863 | $1,640,325 | |
| 2 | WMB |
Williams Companies, Inc.
|
6,506 | $483,656 | |
| 3 | OKE |
Oneok Inc /New/
|
3,859 | $335,501 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
6,085 | $223,684 | |
| 5 | TRGP |
Targa Resources Corp.
|
717 | $192,256 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,360 | $139,389 | |
| 7 | ENB |
Enbridge Inc
|
2,223 | $120,508 | |
| 8 | ET |
Energy Transfer LP
|
6,124 | $117,090 |
All Filings in LNG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,640,325 | 6,863 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,953,687 | 6,885 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,338,375 | 6,885 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,641,335 | 6,985 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,700,987 | 6,985 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,652,658 | 7,142 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,551,791 | 7,222 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,298,804 | 7,222 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,262,622 | 7,222 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,164,764 | 7,222 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,232,867 | 7,222 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,198,563 | 7,222 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,100,343 | 7,222 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,138,344 | 7,223 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,114,052 | 7,429 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,259,422 | 7,591 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,009,830 | 7,591 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,052,492 | 7,591 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $770,893 | 7,601 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $738,971 | 7,566 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $656,795 | 7,572 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $549,148 | 7,626 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $450,465 | 7,504 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $354,196 | 7,655 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $369,889 | 7,655 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $271,517 | 8,105 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||