Activity — CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT
10 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | ARKO Petroleum Corp. Common stock | $12.75M | +712K | 712,451 0.63% of portfolio | medium |
| Q1 2026 as of | New | SUNC SunocoCorp LLC Common Stock | $12.33M | +200K | 200,000 0.61% of portfolio | medium |
| Q1 2026 as of | New | Excelerate Energy, Inc. Common stock | $10.86M | +325K | 325,000 0.54% of portfolio | medium |
| Q1 2026 as of | New | Select Water Solutions, Inc. Common stock | $6.43M | +420K | 420,000 0.32% of portfolio | medium |
| Q1 2026 as of | New | MWH SOLV Energy, Inc. Common Stock | $6.01M | +200K | 200,000 0.30% of portfolio | medium |
| Q1 2026 as of | New | WaterBridge Infrastructure LLC Common stock | $5.42M | +203K | 202,500 0.27% of portfolio | medium |
| Q1 2026 as of | New | Sterling Infrastructure, Inc. Common stock | $4.70M | +12K | 11,550 0.23% of portfolio | low |
| Q1 2026 as of | New | Duke Energy Corp Common stock | $4.58M | +35K | 35,000 0.23% of portfolio | low |
| Q1 2026 as of | New | Cipher Digital Inc. Common stock | $2.19M | +170K | 170,000 0.11% of portfolio | low |
| Q1 2026 as of | New | Golar Lng Ltd Common stock | $378.8K | +7K | 7,000 0.02% of portfolio | low |