Position in NGL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,065,541
+$265,460 QoQ
Shares Held
66,889
+3.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#33
of 87 holders
Holding Since
Mar 2022
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NGL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Carter Financial Group, INC. holds $1,065,541 across 1 Oil & Gas Midstream name. NGL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGL |
NGL Energy Partners LP
This page
|
66,889 | $1,065,541 |
All Filings in NGL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,065,541 | 66,889 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $800,081 | 64,889 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $648,890 | 64,889 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $389,334 | 64,889 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $277,076 | 64,889 | Shares | Sole | 2025-08-22 | |
| 2022-03-31 | $102,916 | 46,359 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||