Total Wealth Planning & Management, Inc.
Position in LNG — Cheniere Energy, Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in LNG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,671,653
-$1,671,577 QoQ
Shares Held
11,178
-27.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#468
of 1,330 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $3,246,848 across 2 Oil & Gas Midstream names. LNG ranks #1 (82.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
This page
|
11,178 | $2,671,653 | |
| 2 | OKE |
Oneok Inc /New/
|
6,616 | $575,195 |
All Filings in LNG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,671,653 | 11,178 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,343,230 | 15,306 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,258,869 | 6,476 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $1,022,784 | 4,200 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,630,675 | 7,047 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,413,844 | 6,580 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||