Position in NGL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$327,472
+$96,602 QoQ
Shares Held
26,559
+15.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NGL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026CreativeOne Wealth, LLC holds $16,954,608 across 9 Oil & Gas Midstream names. NGL ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
126,964 | $4,257,102 | |
| 2 | WMB |
Williams Companies, Inc.
|
56,149 | $4,086,524 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
8,064 | $2,288,240 | |
| 4 | OKE |
Oneok Inc /New/
|
19,240 | $1,739,102 | |
| 5 | TRGP |
Targa Resources Corp.
|
6,524 | $1,635,762 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
29,407 | $1,112,760 | |
| 7 | ET |
Energy Transfer LP
|
45,021 | $868,904 | |
| 8 | ENB |
Enbridge Inc
|
11,798 | $638,742 |
All Filings in NGL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $327,472 | 26,559 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $230,870 | 23,087 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $141,426 | 23,571 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $75,579 | 17,700 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $69,462 | 15,300 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $76,347 | 15,300 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $130,500 | 29,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $141,427 | 27,950 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||