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NXG NextGen Infrastructure Income Fund

NXG
Exchange
NYSE
SEC CIK
0001506488

In the last 90 days, NXG NextGen Infrastructure Income Fund insiders filed 0 open-market purchases and 2 sales; 54 institutions reported holding it in 13F filings for Q2 2026, worth $69.2M in total; no superinvestor holds it.

13F holders, Q1 2022

Institutional positions in NXG NextGen Infrastructure Income Fund as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
27
0 vs. Q4 2021
Shares held
624.0K
+4.74K (+0.8%) vs. Q4 2021
Total value
$27.9M
+$622.9K (+2.3%) vs. Q4 2021
New holders
4
10 more added
Sold out
4
10 more reduced

2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NXG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2022: 27 institutions
Q1 2021: 36 institutionsQ2 2021: 33 institutionsQ3 2021: 29 institutionsQ4 2021: 29 institutionsQ1 2022: 27 institutionsQ2 2022: 29 institutionsQ3 2022: 29 institutionsQ4 2022: 29 institutionsQ1 2023: 29 institutionsQ2 2023: 33 institutionsQ3 2023: 33 institutionsQ4 2023: 30 institutionsQ1 2024: 28 institutionsQ2 2024: 19 institutionsQ3 2024: 28 institutionsQ4 2024: 26 institutionsQ1 2025: 33 institutionsQ2 2025: 31 institutionsQ3 2025: 35 institutionsQ4 2025: 39 institutionsQ1 2026: 49 institutionsQ2 2026: 54 institutions
Value heldQ1 2022: $27.9M
Q1 2021: $23.2MQ2 2021: $21.6MQ3 2021: $30.9MQ4 2021: $27.6MQ1 2022: $27.9MQ2 2022: $26.6MQ3 2022: $26.3MQ4 2022: $31.1MQ1 2023: $30.1MQ2 2023: $36.0MQ3 2023: $33.2MQ4 2023: $18.4MQ1 2024: $11.5MQ2 2024: $8.93MQ3 2024: $26.0MQ4 2024: $31.2MQ1 2025: $30.9MQ2 2025: $33.8MQ3 2025: $67.6MQ4 2025: $52.1MQ1 2026: $68.8MQ2 2026: $69.2M
Institutions holding NXG and their total value by quarter
QuarterHoldersValue
Q2 202654$69.2M
Q1 202649$68.8M
Q4 202539$52.1M
Q3 202535$67.6M
Q2 202531$33.8M
Q1 202533$30.9M
Q4 202426$31.2M
Q3 202428$26.0M
Q2 202419$8.93M
Q1 202428$11.5M
Q4 202330$18.4M
Q3 202333$33.2M
Q2 202333$36.0M
Q1 202329$30.1M
Q4 202229$31.1M
Q3 202229$26.3M
Q2 202229$26.6M
Q1 202227$27.9M
Q4 202129$27.6M
Q3 202129$30.9M
Q2 202133$21.6M
Q1 202136$23.2M

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding NXG NextGen Infrastructure Income Fund; share changes are against Q4 2021.

Institutions holding NXG in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Parametric Portfolio Associates LLC122,077$5.45M0.00%+23,483+23.8%Added
Saba Capital Management, L.P.99,976$4.46M0.07%−197−0.2%Reduced
Raymond James & Associates67,210$3.00M0.00%+21,525+47.1%Added
Cornerstone Advisors, LLC52,611$2.35M0.14%+27,097+106.2%Added
Wolverine Asset Management LLC43,284$1.93M0.02%+28,116+185.4%Added
Morgan Stanley32,196$1.44M0.00%+448+1.4%Added
Quantedge Capital Pte Ltd31,794$1.42M0.42%−32−0.1%Reduced
Oppenheimer & Co Inc27,593$1.23M0.02%−2,862−9.4%Reduced
Stifel Financial Corp21,744$971.0K0.00%−1,277−5.5%Reduced
UBS Group AG20,597$920.0K0.00%+5,129+33.2%Added
Advisor Group Holdings, Inc.16,791$750.0K0.00%−81−0.5%Reduced
Royal Bank of Canada14,765$659.0K0.00%+122+0.8%Added
Janney Montgomery Scott LLC13,265$592.0K0.00%−320−2.4%Reduced
Cambridge Investment Research Advisors, Inc.13,094$585.0K0.00%+13,094New
Aristides Capital LLC12,665$566.0K0.38%00.0%Unchanged
Wells Fargo & Company12,062$539.0K0.00%+6,566+119.5%Added
CSS LLC7,722$345.0K0.01%−1,610−17.3%Reduced
Kestra Private Wealth Services, LLC6,416$287.0K0.01%−736−10.3%Reduced
Wetherby Asset Management Inc5,000$223.0K0.01%−3,971−44.3%Reduced
Northwestern Mutual Wealth Management Co1,252$56.0K0.00%+377+43.1%Added
Bank of America Corp901$40.0K0.00%00.0%Unchanged
American Portfolios Advisors457$20.4K0.00%+457New
The PNC Financial Services Group, Inc.200$9.00K0.00%+50+33.3%Added
Tower Research Capital LLC (TRC)173$8.00K0.00%+173New
Bessemer Group Inc55$2.00K0.00%−46−45.5%Reduced
Patriot Financial Group Insurance Agency, LLC50$2.00K0.00%00.0%Unchanged
IFP Advisors, Inc8––+8New
Advisors Asset Management, Inc.0$00.00%−81,173−100.0%Sold out
Walleye Capital LLC0$00.00%−15,582−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−8,572−100.0%Sold out
Invesco Ltd.0$00.00%−5,443−100.0%Sold out
6 Meridian––––Not filed
NEXT Financial Group, Inc––––Not filed