Funds › Cushing Asset Management, LP dba NXG Investment Management
Cushing Asset Management, LP dba NXG Investment Management
13F for Q3 2026, filed Oct 26, 2026. 73 positions worth $2.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ET Energy Transfer LP · Com Ut Ltd Ptn | 7.77M | $153.7M | 7.0% | -1.9% | 13F ↗ |
| 2 | TRGP Targa Resources, Inc. | 554,800 | $150.0M | 6.9% | -9.7% | 13F ↗ |
| 3 | WMB Williams Companies, Inc. | 1.79M | $121.5M | 5.6% | -4.2% | 13F ↗ |
| 4 | PAGP Plains GP Holdings, L.P. · Ltd Partnr Int A | 3.75M | $97.0M | 4.4% | -1.3% | 13F ↗ |
| 5 | LNG Cheniere Energy, Inc. | 331,100 | $89.1M | 4.1% | -2.0% | 13F ↗ |
| 6 | KNTK Kinetik Holdings Inc. | 1.77M | $89.0M | 4.1% | +1.2% | 13F ↗ |
| 7 | DTM DT Midstream, Inc. | 687,100 | $82.1M | 3.8% | -5.9% | 13F ↗ |
| 8 | OKE ONEOK, Inc. | 959,900 | $81.9M | 3.8% | New | 13F ↗ |
| 9 | MPLX Mplx LP · Comm | 1.33M | $75.0M | 3.4% | -17.6% | 13F ↗ |
| 10 | SEI Solaris Energy Infrastructure, Inc. | 1.03M | $73.2M | 3.4% | +146% | 13F ↗ |
| 11 | KMI Kinder Morgan, Inc. | 2.27M | $68.6M | 3.1% | +11.5% | 13F ↗ |
| 12 | TRP TC Energy Corporation | 1.15M | $66.2M | 3.0% | -8.0% | 13F ↗ |
| 13 | EPD Enterprise Products Partners L.P. | 1.80M | $64.2M | 2.9% | +15.1% | 13F ↗ |
| 14 | WES Western Midstream Partners, LP · Units | 1.33M | $59.1M | 2.7% | +5.6% | 13F ↗ |
| 15 | PBA Pembina Pipeline Corp. | 1.16M | $51.6M | 2.4% | Unchanged | 13F ↗ |
| 16 | BE Bloom Energy Corporation | 145,200 | $40.2M | 1.8% | +6.1% | 13F ↗ |
| 17 | KGS Kodiak Gas Services, Inc. | 728,000 | $38.6M | 1.8% | +143% | 13F ↗ |
| 18 | GEV GE Vernova Inc. | 38,650 | $36.7M | 1.7% | +34.7% | 13F ↗ |
| 19 | CRWD CrowdStrike Holdings, Inc. | 122,700 | $32.5M | 1.5% | +5.8% | 13F ↗ |
| 20 | PANW Palo Alto Networks, Inc. | 80,000 | $31.8M | 1.5% | +6.7% | 13F ↗ |
| 21 | VST Vistra Corp. | 224,000 | $31.0M | 1.4% | +13.1% | 13F ↗ |
| 22 | CEG Constellation Energy Corporation | 120,800 | $30.7M | 1.4% | +12.9% | 13F ↗ |
| 23 | TLN Talen Energy Corporation | 92,600 | $29.0M | 1.3% | +20.6% | 13F ↗ |
| 24 | ENB Enbridge Inc | 621,500 | $28.9M | 1.3% | -35.0% | 13F ↗ |
| 25 | PWR Quanta Services, Inc. | 41,250 | $26.5M | 1.2% | -5.8% | 13F ↗ |
| 26 | WTTR Select Water Solutions, Inc. | 1.33M | $26.3M | 1.2% | +30.4% | 13F ↗ |
| 27 | NRG NRG Energy, Inc. | 274,900 | $26.3M | 1.2% | +29.2% | 13F ↗ |
| 28 | SUNC SunocoCorp LLC · Com Shs Llc | 356,000 | $26.0M | 1.2% | -12.3% | 13F ↗ |
| 29 | MPC Marathon Petroleum Corporation | 60,800 | $24.0M | 1.1% | +22.1% | 13F ↗ |
| 30 | VG Venture Global, Inc. | 1.87M | $23.6M | 1.1% | +34.6% | 13F ↗ |
| 31 | SOBO South Bow Corporation | 705,500 | $23.4M | 1.1% | -17.5% | 13F ↗ |
| 32 | NET Cloudflare, Inc. | 60,000 | $20.8M | 1.0% | Unchanged | 13F ↗ |
| 33 | EE Excelerate Energy, Inc. | 644,500 | $20.7M | 0.9% | -0.8% | 13F ↗ |
| 34 | IRDM Iridium Communications Inc | 416,500 | $20.0M | 0.9% | +76.5% | 13F ↗ |
| 35 | DOCN DigitalOcean Holdings, Inc. | 145,600 | $19.4M | 0.9% | +3.7% | 13F ↗ |
| 36 | WBI WaterBridge Infrastructure LLC | 660,000 | $18.6M | 0.9% | +6.5% | 13F ↗ |
| 37 | MTZ MasTec, Inc. | 78,600 | $16.8M | 0.8% | -5.1% | 13F ↗ |
| 38 | AGX Argan, Inc. | 43,300 | $16.4M | 0.8% | -4.8% | 13F ↗ |
| 39 | PSX Phillips 66 | 58,100 | $14.8M | 0.7% | -20.5% | 13F ↗ |
| 40 | DY Dycom Industries, Inc. | 51,000 | $13.7M | 0.6% | -1.9% | 13F ↗ |
| 41 | NXT Nextpower Inc. | 173,600 | $13.5M | 0.6% | -4.1% | 13F ↗ |
| 42 | MWH SOLV Energy, Inc. | 506,000 | $12.2M | 0.6% | -2.7% | 13F ↗ |
| 43 | EQT EQT Corporation | 238,258 | $11.6M | 0.5% | -40.9% | 13F ↗ |
| 44 | SNOW Snowflake Inc. | 34,000 | $11.5M | 0.5% | Unchanged | 13F ↗ |
| 45 | NBIS Nebius Group N.V. | 44,500 | $10.5M | 0.5% | +42.2% | 13F ↗ |
| 46 | STRL Sterling Infrastructure, Inc. | 20,450 | $10.1M | 0.5% | -0.5% | 13F ↗ |
| 47 | AESI Atlas Energy Solutions Inc. | 832,000 | $10.0M | 0.5% | New | 13F ↗ |
| 48 | ETR Entergy Corporation | 100,000 | $9.9M | 0.5% | Unchanged | 13F ↗ |
| 49 | EROK EagleRock Land, LLC | 470,000 | $9.8M | 0.4% | Unchanged | 13F ↗ |
| 50 | IREN IREN Limited | 210,400 | $8.6M | 0.4% | +34.0% | 13F ↗ |
Changes since Q2 2026
6 new, 29 added to, 25 trimmed, 6 exited, 13 unchanged. By estimated dollars.
New positions (6)
Added to (29)
| SEI Solaris Energy Infrastructure, Inc. | 1.03M | +146% | $43.5M |
| KGS Kodiak Gas Services, Inc. | 728,000 | +143% | $22.7M |
| GEV GE Vernova Inc. | 38,650 | +34.7% | $9.5M |
| IRDM Iridium Communications Inc | 416,500 | +76.5% | $8.6M |
| EPD Enterprise Products Partners L.P. | 1.80M | +15.1% | $8.4M |
| CRWV CoreWeave, Inc. | 88,000 | +5767% | $7.5M |
| KMI Kinder Morgan, Inc. | 2.27M | +11.5% | $7.1M |
| WTTR Select Water Solutions, Inc. | 1.33M | +30.4% | $6.1M |
| CORZ Core Scientific, Inc. | 389,800 | +5469% | $6.1M |
| VG Venture Global, Inc. | 1.87M | +34.6% | $6.1M |
Trimmed (25)
| TRGP Targa Resources, Inc. | 554,800 | -9.7% | -$16.1M |
| MPLX Mplx LP · Comm | 1.33M | -17.6% | -$16.0M |
| ENB Enbridge Inc | 621,500 | -35.0% | -$15.6M |
| EQT EQT Corporation | 238,258 | -40.9% | -$8.0M |
| TRP TC Energy Corporation | 1.15M | -8.0% | -$5.8M |
| WMB Williams Companies, Inc. | 1.79M | -4.2% | -$5.3M |
| DTM DT Midstream, Inc. | 687,100 | -5.9% | -$5.1M |
| SOBO South Bow Corporation | 705,500 | -17.5% | -$5.0M |
| PSX Phillips 66 | 58,100 | -20.5% | -$3.8M |
| SUNC SunocoCorp LLC · Com Shs Llc | 356,000 | -12.3% | -$3.7M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 26, 2026 | 13F-HR | 73 | $2.2B | Current | SEC ↗ |
| Q2 2026 | Jul 28, 2026 | 13F-HR | 73 | $2.2B | Current | SEC ↗ |
| Q1 2026 | Apr 28, 2026 | 13F-HR | 66 | $2.0B | Current | SEC ↗ |
| Q4 2025 | Jan 27, 2026 | 13F-HR | 60 | $1.7B | Current | SEC ↗ |
| Q3 2025 | Oct 20, 2025 | 13F-HR | 59 | $1.8B | Current | SEC ↗ |
| Q2 2025 | Jul 14, 2025 | 13F-HR | 68 | $1.7B | Current | SEC ↗ |
| Q1 2025 | Apr 24, 2025 | 13F-HR | 61 | $1.6B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer