Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NGL Energy Partners NGL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NGL Stock Details NGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.47K Hold
200
– – ﹤0.01% 5225
2025
Q4 		$2K Hold
200
– – ﹤0.01% 5113
2025
Q3 		$1K Hold
200
– – ﹤0.01% 5160
2025
Q2 		$1K Sell
200
-7,504
-97% -$26.9K ﹤0.01% 5038
2025
Q1 		$35K Sell
7,704
-12,500
-62% -$62.1K ﹤0.01% 3263
2024
Q4 		$101K Hold
20,204
– – ﹤0.01% 2280
2024
Q3 		$91K Sell
20,204
-5,000
-20% -$22.4K ﹤0.01% 2261
2024
Q2 		$128K Sell
25,204
-10,000
-28% -$56.6K ﹤0.01% 1828
2024
Q1 		$203K Sell
35,204
-5,000
-12% -$28.5K ﹤0.01% 1518
2023
Q4 		$224K Buy
40,204
+2,500
+7% +$10.8K ﹤0.01% 1376
2023
Q3 		$146K Buy
37,704
+37,504
+18,752% +$147K ﹤0.01% 1438
2023
Q2 		$1K Hold
200
– – ﹤0.01% 4015
2023
Q1 		$1K Hold
200
– – ﹤0.01% 3879
2022
Q4 		$0 Hold
200
– – ﹤0.01% 4152
2022
Q3 		$0 Sell
200
-100
-33% -$152 ﹤0.01% 4098
2022
Q2 		$0 Buy
300
+100
+50% +$196 ﹤0.01% 4004
2022
Q1 		$0 Hold
200
– – ﹤0.01% 3755
2021
Q4 		$0 Buy
+200
New +$447 ﹤0.01% 3598
2021
Q2 		$0 Hold
200
– – ﹤0.01% 2984
2021
Q1 		$0 Hold
200
– – ﹤0.01% 2984
2020
Q4 		$0 Hold
200
– – ﹤0.01% 2982
2020
Q3 		$0 Hold
200
– – ﹤0.01% 2981
2020
Q2 		$0 Hold
200
– – ﹤0.01% 2981
2020
Q1 		$0 Hold
200
– – ﹤0.01% 2981
2019
Q4 		$0 Hold
200
– – ﹤0.01% 2980
2019
Q3 		$0 Hold
200
– – ﹤0.01% 2980
2019
Q2 		$0 Hold
200
– – ﹤0.01% 2980
2019
Q1 		$0 Buy
+200
New +$2.47K ﹤0.01% 3173

Other funds holding NGL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NGL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its NGL Energy Partners (NGL) position steady in Q1 2026 at 200 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #5225.

Carson Wealth (CWM LLC) first reported a position in NGL in Q1 2019 and has held it in 28 quarters since. The position peaked at $224K in Q4 2023. 101 funds tracked by Wall St. Rank hold NGL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 200 shares of NGL Energy Partners worth $2.47K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its NGL Energy Partners share count unchanged in Q1 2026.
  • NGL Energy Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5225 holding.
  • Carson Wealth (CWM LLC) first reported a position in NGL Energy Partners in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s NGL Energy Partners position peaked at $224K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held NGL Energy Partners as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.