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Lee Financial’s NGL Energy Partners NGL Stock Holding History

Lee Financial’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
-113,000
Closed -$678K – 172
2025
Q3 		$678K Buy
+113,000
New +$568K 0.09% 107
2017
Q4 		– Sell
-1,200
Closed -$14K – 493
2017
Q3 		$14K Hold
1,200
– – ﹤0.01% 283
2017
Q2 		$17K Buy
+1,200
New +$19.2K 0.01% 259

Other funds holding NGL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IG
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nomura Holdings
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

Lee Financial's NGL Position: Q4 2025 in Review

Lee Financial sold out of NGL Energy Partners (NGL) in Q4 2025, closing a stake of 113,000 shares — an estimated $678K sold.

Lee Financial first reported a position in NGL in Q2 2017 and held it in 3 quarters. The position peaked at $678K in Q3 2025. 93 funds tracked by Wall St. Rank hold NGL as of Q4 2025.

  • Lee Financial reported no remaining NGL Energy Partners position as of Q4 2025 after selling out during the quarter.
  • Lee Financial sold 113,000 NGL Energy Partners shares in Q4 2025, an estimated $678K.
  • Lee Financial first reported a position in NGL Energy Partners in Q2 2017 and held it in 3 quarters.
  • Lee Financial's NGL Energy Partners position peaked at $678K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held NGL Energy Partners as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.