EdgeMarket › What Cushing Asset Management, Lp Dba Nxg Investment Management reported owning
What Cushing Asset Management, Lp Dba Nxg Investment Management reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.0BPositions
66Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TRGP Targa Resources Corp. | 163.6M | 8.1% | 652.3K | 299.10 | +83.6% |
| ET Energy Transfer LP | 154.4M | 7.6% | 8.0M | 21.19 | +22.3% |
| WMB WILLIAMS COMPANIES, INC. | 123.7M | 6.1% | 1.7M | 70.49 | +23.2% |
| MPLX MPLX LP | 106.1M | 5.3% | 1.9M | 58.41 | +15.7% |
| DTM DT Midstream, Inc. | 97.9M | 4.8% | 727.1K | 126.77 | +23.6% |
| OKE ONEOK INC /NEW/ | 96.7M | 4.8% | 1.1M | 93.33 | +26.7% |
| KMI KINDER MORGAN, INC. | 91.3M | 4.5% | 2.7M | 30.98 | +16.6% |
| KNTK Kinetik Holdings Inc. | 90.7M | 4.5% | 1.9M | 54.50 | +37.2% |
| PAGP PLAINS GP HOLDINGS LP | 84.0M | 4.2% | 3.5M | 26.84 | +42.3% |
| TRP TC ENERGY CORP | 80.2M | 4.0% | 1.3M | 62.02 | +19.6% |
| LNG Cheniere Energy, Inc. | 79.4M | 3.9% | 279.8K | 277.51 | +17.6% |
| WES Western Midstream Partners, LP | 69.0M | 3.4% | 1.7M | 48.36 | +27.1% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 66.0M | 3.3% | 1.7M | 38.01 | +20.6% |
| PBA PEMBINA PIPELINE CORP | 60.7M | 3.0% | 1.4M | 48.73 | +29.6% |
| ENB ENBRIDGE INC | 54.2M | 2.7% | 1.0M | 50.46 | +5.1% |
| MPC Marathon Petroleum Corp | 34.9M | 1.7% | 142.8K | 360.72 | +117.5% |
| PSX Phillips 66 | 32.8M | 1.6% | 180.1K | 242.87 | +96.5% |
| SOBO South Bow Corp | 28.8M | 1.4% | 865.5K | 37.72 | +34.3% |
| TLN Talen Energy Corp | 28.5M | 1.4% | 89.3K | 314.46 | -12.7% |
| VST Vistra Corp. | 27.6M | 1.4% | 183.6K | 136.21 | -29.4% |
| EQT EQT Corp | 25.7M | 1.3% | 403.3K | 53.72 | +4.6% |
| NRG NRG ENERGY, INC. | 24.9M | 1.2% | 170.5K | 113.11 | -23.7% |
| CEG Constellation Energy Corp | 23.1M | 1.1% | 82.7K | 272.88 | -13.2% |
| MTZ MASTEC INC | 22.8M | 1.1% | 70.9K | 266.26 | +54.3% |
| SEI Solaris Energy Infrastructure, Inc. | 21.9M | 1.1% | 388.0K | 53.28 | +96.2% |
| PRIM Primoris Services Corp | 21.7M | 1.1% | 152.0K | 77.18 | -30.2% |
| GEV GE Vernova Inc. | 20.9M | 1.0% | 24.0K | 956.85 | +58.3% |
| PWR QUANTA SERVICES, INC. | 20.9M | 1.0% | 38.0K | 639.34 | +70.1% |
| AGX ARGAN INC | 20.7M | 1.0% | 38.0K | 501.63 | +132.4% |
| BE Bloom Energy Corp | 18.3M | 0.9% | 135.0K | 201.45 | +352.6% |
| NXT Nextpower Inc. | 17.2M | 0.9% | 143.0K | 86.18 | +30.3% |
| APC ARKO Petroleum Corp. | 12.7M | 0.6% | 712.5K | 18.40 | -59.3% |
| SUNC SunocoCorp LLC | 12.3M | 0.6% | 200.0K | 77.26 | — |
| DY DYCOM INDUSTRIES INC | 12.2M | 0.6% | 36.0K | 392.95 | +52.7% |
| CRWD CrowdStrike Holdings, Inc. | 11.7M | 0.6% | 30.0K | 191.95 | +83.2% |
| PANW Palo Alto Networks Inc | 11.5M | 0.6% | 72.0K | 357.87 | +94.0% |
| DOCN DigitalOcean Holdings, Inc. | 11.3M | 0.6% | 132.2K | 115.64 | +282.8% |
| EE Excelerate Energy, Inc. | 10.9M | 0.5% | 325.0K | 39.35 | +66.1% |
| NET Cloudflare, Inc. | 10.3M | 0.5% | 50.0K | 293.14 | +51.7% |
| VNOM Viper Energy, Inc. | 9.6M | 0.5% | 205.0K | 45.27 | +21.6% |
| NEE NEXTERA ENERGY INC | 8.8M | 0.4% | 95.0K | 83.65 | +9.8% |
| TXO TXO Partners, L.P. | 7.3M | 0.4% | 581.0K | 14.24 | +4.7% |
| ETR ENTERGY CORP /DE/ | 7.1M | 0.4% | 63.0K | 104.62 | +16.5% |
| WTTR Select Water Solutions, Inc. | 6.4M | 0.3% | 420.0K | 19.72 | +148.4% |
| DLR DIGITAL REALTY TRUST, INC. | 6.1M | 0.3% | 34.0K | 190.62 | +15.3% |
| MWH SOLV Energy, Inc. | 6.0M | 0.3% | 200.0K | 28.34 | — |
| WBI WaterBridge Infrastructure LLC | 5.4M | 0.3% | 202.5K | 31.70 | — |
| IREN IREN Ltd | 5.4M | 0.3% | 157.0K | 41.88 | +111.9% |
| ARLP ALLIANCE RESOURCE PARTNERS LP | 5.3M | 0.3% | 191.0K | 26.30 | +14.5% |
| STRL STERLING INFRASTRUCTURE, INC. | 4.7M | 0.2% | 11.6K | 516.81 | +88.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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