Position in LNG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$460,094
-$50,674 QoQ
Shares Held
1,925
+6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#857
of 1,323 holders
Holding Since
Sep 2023
12 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, 2026Xcel Wealth Management, LLC holds $1,582,151 across 2 Oil & Gas Midstream names. LNG ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
58,685 | $1,122,057 | |
| 2 | LNG |
Cheniere Energy, Inc.
This page
|
1,925 | $460,094 |
All Filings in LNG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,094 | 1,925 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $510,768 | 1,800 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $349,902 | 1,800 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $422,964 | 1,800 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $438,336 | 1,800 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $416,520 | 1,800 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $370,650 | 1,725 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $305,728 | 1,700 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $297,211 | 1,700 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $292,239 | 1,812 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $334,762 | 1,961 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $314,660 | 1,896 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||