Carter Financial Group
NGL icon

Carter Financial Group’s NGL Energy Partners NGL Stock Holding History

Carter Financial Group’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
Q3 		$986K Hold
66,889
– – 0.5% 41
2026
Q2 		$1.07M Buy
66,889
+2,000
+3% +$31.1K 0.55% 40
2026
Q1 		$800K Hold
64,889
– – 0.49% 42
2025
Q4 		$649K Hold
64,889
– – 0.38% 50
2025
Q3 		$389K Hold
64,889
– – 0.24% 68
2025
Q2 		$277K Buy
+64,889
New +$233K 0.18% 87
2022
Q1 		$103K Buy
+46,359
New +$104K 0.14% 58

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NXG Investment Management
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KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
BOK Financial
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Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Carter Financial Group's NGL Position: Q3 2026 in Review

Carter Financial Group held its NGL Energy Partners (NGL) position steady in Q3 2026 at 66,889 shares worth $986K. The position accounts for 0.5% of the portfolio, ranked #41.

Carter Financial Group first reported a position in NGL in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.07M in Q2 2026. 27 funds tracked by Wall St. Rank hold NGL as of Q3 2026.

  • Carter Financial Group held 66,889 shares of NGL Energy Partners worth $986K as of Q3 2026.
  • Carter Financial Group left its NGL Energy Partners share count unchanged in Q3 2026.
  • NGL Energy Partners made up 0.5% of Carter Financial Group's portfolio in Q3 2026, its #41 holding.
  • Carter Financial Group first reported a position in NGL Energy Partners in Q1 2022 and has held it in 7 quarters since.
  • Carter Financial Group's NGL Energy Partners position peaked at $1.07M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held NGL Energy Partners as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.