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Twin Peaks Wealth Advisors’s NGL Energy Partners NGL Stock Holding History

Twin Peaks 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
Q3 		– Sell
-100
Closed -$486 – 1416
2025
Q2 		$486 Buy
+100
New +$359 ﹤0.01% 1922

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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return

Twin Peaks Wealth Advisors's NGL Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of NGL Energy Partners (NGL) in Q3 2025, closing a stake of 100 shares — an estimated $486 sold.

Twin Peaks Wealth Advisors first reported a position in NGL in Q2 2025 and held it in 1 quarter. The position peaked at $486 in Q2 2025. 86 funds tracked by Wall St. Rank hold NGL as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining NGL Energy Partners position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 100 NGL Energy Partners shares in Q3 2025, an estimated $486.
  • Twin Peaks Wealth Advisors first reported a position in NGL Energy Partners in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's NGL Energy Partners position peaked at $486 in Q2 2025.
  • 86 funds tracked by Wall St. Rank held NGL Energy Partners as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.