Waverly Advisors’s NGL Energy Partners NGL Stock Holding History

Waverly 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 Q2	–	Sell	-520,259	Closed	-$2.36M	–	1207
2025 Q1	$2.36M	Buy	+520,259	New	+$2.58M	0.03%	444

Other funds holding NGL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

Waverly Advisors's NGL Position: Q2 2025 in Review

Waverly Advisors sold out of NGL Energy Partners (NGL) in Q2 2025, closing a stake of 520,259 shares — an estimated $2.36M sold.

Waverly Advisors first reported a position in NGL in Q1 2025 and held it in 1 quarter. The position peaked at $2.36M in Q1 2025. 87 funds tracked by Wall St. Rank hold NGL as of Q2 2025.

Waverly Advisors reported no remaining NGL Energy Partners position as of Q2 2025 after selling out during the quarter.
Waverly Advisors sold 520,259 NGL Energy Partners shares in Q2 2025, an estimated $2.36M.
Waverly Advisors first reported a position in NGL Energy Partners in Q1 2025 and held it in 1 quarter.
Waverly Advisors's NGL Energy Partners position peaked at $2.36M in Q1 2025.
87 funds tracked by Wall St. Rank held NGL Energy Partners as of Q2 2025.

Based on Waverly Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.