EverSource Wealth Advisors’s NGL Energy Partners NGL Stock Holding History

EverSource Wealth Advisors’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	-250	Closed	-$1.5K	–	4383
2025 Q3	$1.5K	Hold	250	–	–	﹤0.01%	3621
2025 Q2	$1.07K	Hold	250	–	–	﹤0.01%	3716
2025 Q1	$1.14K	Hold	250	–	–	﹤0.01%	3186
2024 Q4	$1.25K	Hold	250	–	–	﹤0.01%	2887
2024 Q3	$1.13K	Hold	250	–	–	﹤0.01%	2703
2024 Q2	$1.15K	Hold	250	–	–	﹤0.01%	2709
2024 Q1	$1.45K	Hold	250	–	–	﹤0.01%	2469
2023 Q4	$1.39K	Hold	250	–	–	﹤0.01%	2290
2023 Q3	$968	Hold	250	–	–	﹤0.01%	2236
2023 Q2	$973	Hold	250	–	–	﹤0.01%	2240
2023 Q1	$725	Hold	250	–	–	﹤0.01%	2168
2022 Q4	$303	Hold	250	–	–	﹤0.01%	2238
2022 Q3	$0	Hold	250	–	–	﹤0.01%	2072
2022 Q2	$0	Hold	250	–	–	﹤0.01%	1832
2022 Q1	$1K	Hold	250	–	–	﹤0.01%	1653
2021 Q4	$0	Buy	+250	New	+$558	﹤0.01%	1772

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

EverSource Wealth Advisors's NGL Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of NGL Energy Partners (NGL) in Q4 2025, closing a stake of 250 shares — an estimated $1.5K sold.

EverSource Wealth Advisors first reported a position in NGL in Q4 2021 and held it in 16 quarters. The position peaked at $1.5K in Q3 2025. 93 funds tracked by Wall St. Rank hold NGL as of Q4 2025.

EverSource Wealth Advisors reported no remaining NGL Energy Partners position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 250 NGL Energy Partners shares in Q4 2025, an estimated $1.5K.
EverSource Wealth Advisors first reported a position in NGL Energy Partners in Q4 2021 and held it in 16 quarters.
EverSource Wealth Advisors's NGL Energy Partners position peaked at $1.5K in Q3 2025.
93 funds tracked by Wall St. Rank held NGL Energy Partners as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.