CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

Institutional manager (13F) · CIK 1329375

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.0B

#	Issuer	Value	Shares
1	TARGA RES CORP	$164M	652,300
2	ENERGY TRANSFER L P	$154M	7,997,600
3	WILLIAMS COS INC	$124M	1,700,100
4	MPLX LP	$106M	1,859,100
5	DT MIDSTREAM INC	$98M	727,100
6	ONEOK INC NEW	$97M	1,069,900
7	KINDER MORGAN INC DEL	$91M	2,722,300
8	KINETIK HOLDINGS INC	$91M	1,874,000
9	PLAINS GP HLDGS L P	$84M	3,460,000
10	TC ENERGY CORP	$80M	1,280,600
11	CHENIERE ENERGY INC	$79M	279,800
12	WESTERN MIDSTREAM PARTNERS L	$69M	1,676,900
13	ENTERPRISE PRODS PARTNERS L	$66M	1,745,500
14	PEMBINA PIPELINE CORP	$61M	1,357,100
15	ENBRIDGE INC	$54M	1,001,500
16	MARATHON PETE CORP	$35M	142,800
17	PHILLIPS 66	$33M	180,100
18	SOUTH BOW CORP	$29M	865,500
19	TALEN ENERGY CORP	$29M	89,300
20	VISTRA CORP	$28M	183,600
21	EQT CORP	$26M	403,258
22	NRG ENERGY INC	$25M	170,500
23	CONSTELLATION ENERGY CORP	$23M	82,700
24	MASTEC INC	$23M	70,900
25	SOLARIS ENERGY INFRAS INC	$22M	388,000
26	PRIMORIS SVCS CORP	$22M	152,000
27	GE VERNOVA INC	$21M	24,000
28	QUANTA SVCS INC	$21M	38,000
29	ARGAN INC	$21M	38,000
30	BLOOM ENERGY CORP	$18M	135,000
31	NEXTPOWER INC	$17M	143,000
32	ARKO PETE CORP	$13M	712,451
33	SUNOCOCORP LLC	$12M	200,000
34	DYCOM INDS INC	$12M	36,000
35	CROWDSTRIKE HLDGS INC	$12M	30,000
36	PALO ALTO NETWORKS INC	$12M	72,000
37	DIGITALOCEAN HLDGS INC	$11M	132,200
38	EXCELERATE ENERGY INC	$11M	325,000
39	CLOUDFLARE INC	$10M	50,000
40	VIPER ENERGY INC	$10M	205,000
41	NEXTERA ENERGY INC	$9M	95,000
42	TXO PARTNERS LP	$7M	581,000
43	ENTERGY CORP NEW	$7M	63,000
44	SELECT WATER SOLUTIONS INC	$6M	420,000
45	DIGITAL RLTY TR INC	$6M	34,000
46	SOLV ENERGY INC	$6M	200,000
47	WATERBRIDGE INFRASTRUCTURE L	$5M	202,500
48	IREN LIMITED	$5M	157,000
49	ALLIANCE RESOURCE PARTNERS L	$5M	191,000
50	STERLING INFRASTRUCTURE INC	$5M	11,550

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.