Creative Planning
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Creative Planning’s NGL Energy Partners NGL Stock Holding History

Creative 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 		$236K Sell
19,106
-3,999
-17% -$45.4K ﹤0.01% 3619
2025
Q4 		$231K Buy
+23,105
New +$194K ﹤0.01% 3441
2021
Q4 		– Sell
-12,763
Closed -$30K – 2172
2021
Q3 		$30K Hold
12,763
– – ﹤0.01% 2030
2021
Q2 		$30K Hold
12,763
– – ﹤0.01% 1970
2021
Q1 		$26K Buy
+12,763
New +$32.7K ﹤0.01% 2416
2019
Q1 		– Sell
-135,244
Closed -$1.3M – 2064
2018
Q4 		$1.3M Buy
135,244
+90,074
+199% +$923K 0.01% 563
2018
Q3 		$524K Hold
45,170
– – ﹤0.01% 1050
2018
Q2 		$565K Sell
45,170
-3,667
-8% -$43K ﹤0.01% 1007
2018
Q1 		$537K Buy
48,837
+2,367
+5% +$32.5K ﹤0.01% 1047
2017
Q4 		$653K Hold
46,470
– – ﹤0.01% 924
2017
Q3 		$537K Hold
46,470
– – ﹤0.01% 1018
2017
Q2 		$651K Buy
46,470
+900
+2% +$14.4K ﹤0.01% 885
2017
Q1 		$1.03M Sell
45,570
-106,071
-70% -$2.42M 0.01% 657
2016
Q4 		$3.18M Buy
151,641
+500
+0.3% +$9.41K 0.02% 288
2016
Q3 		$2.85M Sell
151,141
-411,712
-73% -$7.58M 0.02% 302
2016
Q2 		$10.9M Sell
562,853
-357,080
-39% -$4.97M 0.08% 97
2016
Q1 		$6.92M Buy
919,933
+195,989
+27% +$1.77M 0.05% 130
2015
Q4 		$7.99M Buy
723,944
+723,248
+103,915% +$11.6M 0.07% 115
2015
Q3 		$14K Buy
+696
New +$17.7K ﹤0.01% 2997
2015
Q2 		– Sell
-196
Closed -$5K – 2341
2015
Q1 		$5K Sell
196
-239,432
-100% -$6.76M ﹤0.01% 3545
2014
Q4 		$6.71M Sell
239,628
-239,432
-50% -$7.86M 0.07% 121
2014
Q3 		$18.9M Hold
479,060
– – 0.22% 56
2014
Q2 		$20.8M Sell
479,060
-65,034
-12% -$2.61M 0.27% 43
2014
Q1 		$20.4M Buy
544,094
+478,864
+734% +$17.2M 0.31% 36
2013
Q4 		$2.25M Hold
65,230
– – 0.04% 169
2013
Q3 		$2.01M Sell
65,230
-11,630
-15% -$350K 0.04% 147
2013
Q2 		$2.32M Buy
+76,860
New +$2.21M 0.05% 116

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 $871B 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 $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Creative Planning's NGL Position: Q1 2026 in Review

Creative Planning reduced its NGL Energy Partners (NGL) stake by 17% in Q1 2026, selling an estimated $45.4K and leaving 19,106 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #3619.

Creative Planning first reported a position in NGL in Q2 2013 and has held it in 27 quarters since. The position peaked at $20.8M in Q2 2014. 101 funds tracked by Wall St. Rank hold NGL as of Q1 2026.

  • Creative Planning held 19,106 shares of NGL Energy Partners worth $236K as of Q1 2026.
  • Creative Planning sold 3,999 NGL Energy Partners shares in Q1 2026, an estimated $45.4K.
  • NGL Energy Partners made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3619 holding.
  • Creative Planning first reported a position in NGL Energy Partners in Q2 2013 and has held it in 27 quarters since.
  • Creative Planning's NGL Energy Partners position peaked at $20.8M in Q2 2014.
  • 101 funds tracked by Wall St. Rank held NGL Energy Partners as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.