CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
New Fortress Energy Inc.NFE	Common Stock	$59.0K	100,000	0.0%
CLEANSPARK, INC.	—	$272.3K	32,000	0.0%
GOLAR LNG LTD	—	$378.8K	7,000	0.0%
CENOVUS ENERGY INC	—	$795.9K	30,000	0.0%
Plains All American Pipeline LP	—	$1.23M	55,300	0.1%
NGL ENERGY PARTNERS LP	—	$1.85M	150,000	0.1%
Cipher Digital Inc.	—	$2.19M	170,000	0.1%
Genesis Energy LP	—	$2.69M	151,000	0.1%
AMERICAN ELECTRIC POWER CO INC	—	$3.28M	25,000	0.2%
WEC ENERGY GROUP, INC.	—	$4.05M	35,000	0.2%
SOUTHERN CO	—	$4.34M	45,000	0.2%
Snowflake Inc.	—	$4.37M	29,000	0.2%
Antero Midstream Corp	—	$4.58M	201,000	0.2%
Duke Energy Corp	—	$4.58M	35,000	0.2%
STERLING INFRASTRUCTURE, INC.	—	$4.70M	11,550	0.2%
ALLIANCE RESOURCE PARTNERS LPARLP	MLP	$5.28M	191,000	0.3%
IREN LIMITED	—	$5.38M	157,000	0.3%
WaterBridge Infrastructure LLC	—	$5.42M	202,500	0.3%
SOLV Energy, Inc.MWH	Common Stock	$6.01M	200,000	0.3%
Digital Realty Trust Inc	—	$6.13M	34,000	0.3%
Select Water Solutions, Inc.	—	$6.43M	420,000	0.3%
ENTERGY CORP /DE	—	$7.08M	63,000	0.4%
TXO Partners, L.P.TXO	Ltd Part	$7.31M	581,000	0.4%
NEXTERA ENERGY INC	—	$8.82M	95,000	0.4%
Viper Energy, Inc.	—	$9.63M	205,000	0.5%
Cloudflare, Inc.	—	$10.32M	50,000	0.5%
Excelerate Energy, Inc.	—	$10.86M	325,000	0.5%
DigitalOcean Holdings, Inc.	—	$11.34M	132,200	0.6%
Palo Alto Networks Inc	—	$11.54M	72,000	0.6%
CrowdStrike Holdings, Inc.	—	$11.71M	30,000	0.6%
DYCOM INDUSTRIES INC	—	$12.20M	36,000	0.6%
SunocoCorp LLCSUNC	Common Stock	$12.33M	200,000	0.6%
ARKO Petroleum Corp.	—	$12.75M	712,451	0.6%
Nextpower Inc.	—	$17.24M	143,000	0.9%
Bloom Energy Corp	—	$18.29M	135,000	0.9%
Argan, Inc.	—	$20.70M	38,000	1.0%
Quanta Services Inc	—	$20.86M	38,000	1.0%
GE Vernova Inc.	—	$20.95M	24,000	1.0%
Primoris Services Corp	—	$21.74M	152,000	1.1%
Solaris Energy Infrastructure, Inc.	—	$21.93M	388,000	1.1%
MASTEC INC	—	$22.81M	70,900	1.1%
Constellation Energy Corp	—	$23.09M	82,700	1.1%
NRG Energy Inc	—	$24.92M	170,500	1.2%
EQT Corp	—	$25.66M	403,258	1.3%
Vistra Corp.	—	$27.60M	183,600	1.4%
Talen Energy Corp	—	$28.51M	89,300	1.4%
SOUTH BOW CORP	—	$28.84M	865,500	1.4%
Phillips 66	—	$32.81M	180,100	1.6%
Marathon Petroleum Corp	—	$34.87M	142,800	1.7%
ENBRIDGE INC	—	$54.22M	1,001,500	2.7%