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 Q2	$12.7K	Hold	800	–	–	﹤0.01%	473
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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Center for Financial Planning's NGL Position: Q2 2026 in Review

Center for Financial Planning held its NGL Energy Partners (NGL) position steady in Q2 2026 at 800 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Center for Financial Planning first reported a position in NGL in Q4 2023 and has held it in 11 quarters since. 88 funds tracked by Wall St. Rank hold NGL as of Q2 2026.

Center for Financial Planning held 800 shares of NGL Energy Partners worth $12.7K as of Q2 2026.
Center for Financial Planning left its NGL Energy Partners share count unchanged in Q2 2026.
NGL Energy Partners made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #473 holding.
Center for Financial Planning first reported a position in NGL Energy Partners in Q4 2023 and has held it in 11 quarters since.
88 funds tracked by Wall St. Rank held NGL Energy Partners as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.