Cerity Partners’s NGL Energy Partners NGL Stock Holding History

Cerity Partners’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
2025 Q4	–	Sell	-160,349	Closed	-$962K	–	2975
2025 Q3	$962K	Hold	160,349	–	–	﹤0.01%	1613
2025 Q2	$685K	Sell	160,349 -100	-0.1%	-$359	﹤0.01%	1709
2025 Q1	$728K	Hold	160,449	–	–	﹤0.01%	1574
2024 Q4	$801K	Buy	160,449 +100	+0.1%	+$447	﹤0.01%	1518
2024 Q3	$722K	Hold	160,349	–	–	﹤0.01%	1573
2024 Q2	$811K	Hold	160,349	–	–	﹤0.01%	1321
2024 Q1	$924K	Hold	160,349	–	–	﹤0.01%	1316
2023 Q4	$893K	Hold	160,349	–	–	﹤0.01%	1027
2023 Q3	$621K	Buy	+160,349	New	+$628K	﹤0.01%	901

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

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

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

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

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

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

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

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

Cerity Partners's NGL Position: Q4 2025 in Review

Cerity Partners sold out of NGL Energy Partners (NGL) in Q4 2025, closing a stake of 160,349 shares — an estimated $962K sold.

Cerity Partners first reported a position in NGL in Q3 2023 and held it in 9 quarters. The position peaked at $962K in Q3 2025. 93 funds tracked by Wall St. Rank hold NGL as of Q4 2025.

Cerity Partners reported no remaining NGL Energy Partners position as of Q4 2025 after selling out during the quarter.
Cerity Partners sold 160,349 NGL Energy Partners shares in Q4 2025, an estimated $962K.
Cerity Partners first reported a position in NGL Energy Partners in Q3 2023 and held it in 9 quarters.
Cerity Partners's NGL Energy Partners position peaked at $962K in Q3 2025.
93 funds tracked by Wall St. Rank held NGL Energy Partners as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.