Institutions / CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT
CIK 1329375 · Institution · as of Mar 31, 2026
Portfolio value
$2.01B
Positions
64
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$2.01B+15.2%Positions
64+6.7%Top holdings
Mar 31, 2026View all 64 →
| Company | Value | % of portfolio |
|---|---|---|
| Targa Resources Corp | $163.55M | 8.1% |
| Energy Transfer LPET | $154.35M | 7.7% |
| Williams Cos Inc/The | $123.73M | 6.2% |
| Mplx LPMPLX | $106.10M | 5.3% |
| DT Midstream, Inc. | $97.92M | 4.9% |
| ONEOK Inc | $96.71M | 4.8% |
| Kinder Morgan, Inc. | $91.28M | 4.5% |
| Kinetik Holdings Inc. | $90.72M | 4.5% |
| Plains Gp Holdings LPPAGP | $84.01M | 4.2% |
| Tc Energy Corp | $80.17M | 4.0% |
| Cheniere Energy, Inc. | $79.40M | 4.0% |
| Western Midstream Partners LP | $69.04M | 3.4% |
| Enterprise Products Partners L.P.EPD | $66.05M | 3.3% |
| Pembina Pipeline Corp | $60.74M | 3.0% |
| Enbridge Inc | $54.22M | 2.7% |
| Marathon Petroleum Corp | $34.87M | 1.7% |
| Phillips 66 | $32.81M | 1.6% |
| South Bow Corp | $28.84M | 1.4% |
| Talen Energy Corp | $28.51M | 1.4% |
| Vistra Corp. | $27.60M | 1.4% |
| EQT Corp | $25.66M | 1.3% |
| NRG Energy Inc | $24.92M | 1.2% |
| Constellation Energy Corp | $23.09M | 1.1% |
| Mastec Inc | $22.81M | 1.1% |
| Solaris Energy Infrastructure, Inc. | $21.93M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Hess Midstream LP | $-46.82M | -1.4M -100.00% | — | medium |
| Q1 2026 as of | Add | 29250N105 | $21.66M | +400K +66.50% | 1,001,500 2.70% of portfolio | medium |
| Q1 2026 as of | Trim | 83671M105 | $-20.82M | -625K -41.93% | 865,500 1.44% of portfolio | medium |
| Q1 2026 as of | Trim | GE Vernova Inc. | $-20.82M | -24K -49.84% | 24,000 1.04% of portfolio | medium |
| Q1 2026 as of | Trim | ONEOK Inc | $-20.61M | -228K -17.57% | 1,069,900 4.81% of portfolio | medium |
| Q1 2026 as of | Add | Solaris Energy Infrastructure, Inc. | $18.48M | +327K +536.07% | 388,000 1.09% of portfolio | medium |
| Q1 2026 as of | Exit | First Solar Inc | $-17.76M | -68K -100.00% | — | medium |
| Q1 2026 as of | Add | Marathon Petroleum Corp | $14.72M | +60K +73.09% | 142,800 1.74% of portfolio | medium |
| Q1 2026 as of | Trim | Cheniere Energy, Inc. | $-12.77M | -45K -13.85% | 279,800 3.95% of portfolio | medium |
| Q1 2026 as of | New | ARKO Petroleum Corp. | $12.75M | +712K | 712,451 0.63% of portfolio | medium |