Steward Partners Investment Advisory’s NGL Energy Partners NGL Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-600	Closed	-$2.99K	–	4111
2024 Q4	$2.99K	Hold	600	–	–	﹤0.01%	3524
2024 Q3	$2.7K	Buy	+600	New	+$2.69K	﹤0.01%	3377
2020 Q2	–	Sell	-6,840	Closed	-$17K	–	2717
2020 Q1	$17K	Hold	6,840	–	–	﹤0.01%	1668
2019 Q4	$77K	Buy	6,840 +2,063	+43%	+$23K	﹤0.01%	1224
2019 Q3	$66K	Buy	4,777 +1,067	+29%	+$15K	﹤0.01%	1243
2019 Q2	$54K	Buy	+3,710	New	+$53.2K	﹤0.01%	1309

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steward Partners Investment Advisory's NGL Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of NGL Energy Partners (NGL) in Q1 2025, closing a stake of 600 shares — an estimated $2.99K sold.

Steward Partners Investment Advisory first reported a position in NGL in Q2 2019 and held it in 6 quarters. The position peaked at $77K in Q4 2019. 88 funds tracked by Wall St. Rank hold NGL as of Q1 2025.

Steward Partners Investment Advisory reported no remaining NGL Energy Partners position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 600 NGL Energy Partners shares in Q1 2025, an estimated $2.99K.
Steward Partners Investment Advisory first reported a position in NGL Energy Partners in Q2 2019 and held it in 6 quarters.
Steward Partners Investment Advisory's NGL Energy Partners position peaked at $77K in Q4 2019.
88 funds tracked by Wall St. Rank held NGL Energy Partners as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.