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CreativeOne Wealth’s NGL Energy Partners NGL Stock Holding History

CreativeOne Wealth’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 		$327K Buy
26,559
+3,472
+15% +$39.4K 0.01% 950
2025
Q4 		$231K Sell
23,087
-484
-2% -$4.06K 0.01% 1065
2025
Q3 		$141K Buy
23,571
+5,871
+33% +$29.5K ﹤0.01% 1122
2025
Q2 		$75.6K Buy
17,700
+2,400
+16% +$8.6K ﹤0.01% 1098
2025
Q1 		$69.5K Hold
15,300
– – ﹤0.01% 1040
2024
Q4 		$76.3K Sell
15,300
-13,700
-47% -$61.3K ﹤0.01% 1049
2024
Q3 		$131K Buy
29,000
+1,050
+4% +$4.7K ﹤0.01% 922
2024
Q2 		$141K Buy
+27,950
New +$158K 0.01% 746

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

CreativeOne Wealth's NGL Position: Q1 2026 in Review

CreativeOne Wealth increased its NGL Energy Partners (NGL) stake by 15% in Q1 2026, buying an estimated $39.4K and bringing the position to 26,559 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #950.

CreativeOne Wealth first reported a position in NGL in Q2 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold NGL as of Q1 2026.

  • CreativeOne Wealth held 26,559 shares of NGL Energy Partners worth $327K as of Q1 2026.
  • CreativeOne Wealth bought 3,472 NGL Energy Partners shares in Q1 2026, an estimated $39.4K.
  • NGL Energy Partners made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #950 holding.
  • CreativeOne Wealth first reported a position in NGL Energy Partners in Q2 2024 and has held it in 8 quarters since.
  • 101 funds tracked by Wall St. Rank held NGL Energy Partners as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.