CFFP
NGL icon

Center for Financial Planning’s NGL Energy Partners NGL Stock Holding History

Center for Financial Planning’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 		$9.86K Hold
800
– – ﹤0.01% 496
2025
Q4 		$8K Hold
800
– – ﹤0.01% 517
2025
Q3 		$4.8K Hold
800
– – ﹤0.01% 549
2025
Q2 		$3.42K Hold
800
– – ﹤0.01% 533
2025
Q1 		$3.63K Hold
800
– – ﹤0.01% 552
2024
Q4 		$3.99K Hold
800
– – ﹤0.01% 498
2024
Q3 		$3.6K Hold
800
– – ﹤0.01% 473
2024
Q2 		$4.05K Hold
800
– – ﹤0.01% 463
2024
Q1 		$4.61K Hold
800
– – ﹤0.01% 478
2023
Q4 		$4.46K Buy
+800
New +$3.46K ﹤0.01% 429

Other funds holding NGL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return