Financial Management Professionals
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Financial Management Professionals’s NGL Energy Partners NGL Stock Holding History

Financial Management Professionals’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
Q3 		– Sell
-625
Closed -$10K – 1088
2026
Q2 		$10K Sell
625
-625
-50% -$9.7K ﹤0.01% 590
2026
Q1 		$15.4K Hold
1,250
– – ﹤0.01% 456
2025
Q4 		$12.5K Buy
+1,250
New +$10.5K ﹤0.01% 493

Other funds holding NGL

ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Carter Financial Group
Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
Meriwether Wealth & Planning
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Financial Management Professionals's NGL Position: Q3 2026 in Review

Financial Management Professionals sold out of NGL Energy Partners (NGL) in Q3 2026, closing a stake of 625 shares — an estimated $10K sold.

Financial Management Professionals first reported a position in NGL in Q4 2025 and held it in 3 quarters. The position peaked at $15.4K in Q1 2026. 12 funds tracked by Wall St. Rank hold NGL as of Q3 2026.

  • Financial Management Professionals reported no remaining NGL Energy Partners position as of Q3 2026 after selling out during the quarter.
  • Financial Management Professionals sold 625 NGL Energy Partners shares in Q3 2026, an estimated $10K.
  • Financial Management Professionals first reported a position in NGL Energy Partners in Q4 2025 and held it in 3 quarters.
  • Financial Management Professionals's NGL Energy Partners position peaked at $15.4K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held NGL Energy Partners as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.