Skip to main content

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, Q3 2022

Institutional positions in NXG NextGen Infrastructure Income Fund as of Sep 30, 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
29
0 vs. Q2 2022
Shares held
718.1K
+1.76K (+0.2%) vs. Q2 2022
Total value
$26.3M
−$259.2K (−1.0%) vs. Q2 2022
New holders
4
8 more added
Sold out
4
8 more reduced

Compare with Q2 2022: 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 holdersQ3 2022: 29 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 heldQ3 2022: $26.3M
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, Q3 2022

Shares, value and share of portfolio for each institution holding NXG NextGen Infrastructure Income Fund; share changes are against Q2 2022.

Institutions holding NXG in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.123,749$4.54M0.06%00.0%Unchanged
Morgan Stanley119,366$4.38M0.00%−19,821−14.2%Reduced
Raymond James & Associates94,285$3.46M0.00%+25,445+37.0%Added
Almitas Capital LLC55,700$2.04M1.53%+46,498+505.3%Added
Advisors Asset Management, Inc.45,888$1.68M0.03%−928−2.0%Reduced
Cornerstone Advisors, LLC45,832$1.68M0.08%−13,779−23.1%Reduced
UBS Group AG29,370$1.08M0.00%+7,374+33.5%Added
Quantedge Capital Pte Ltd26,274$964.0K0.30%−9,130−25.8%Reduced
Oppenheimer & Co Inc25,519$936.0K0.02%−587−2.2%Reduced
Wells Fargo & Company21,603$792.0K0.00%+638+3.0%Added
Advisor Group Holdings, Inc.21,004$770.0K0.00%−12−0.1%Reduced
Stifel Financial Corp20,735$761.0K0.00%+1,150+5.9%Added
Royal Bank of Canada14,290$524.0K0.00%+279+2.0%Added
Janney Montgomery Scott LLC13,265$487.0K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.13,211$485.0K0.00%00.0%Unchanged
Wolverine Asset Management LLC10,726$393.0K0.01%−28,715−72.8%Reduced
CSS LLC7,879$289.0K0.02%+118+1.5%Added
Kestra Private Wealth Services, LLC6,712$246.0K0.01%+579+9.4%Added
Eudaimonia Partners, LLC6,237$229.0K0.06%+6,237New
Landscape Capital Management, L.L.C.5,770$212.0K0.03%+5,770New
LPL Financial LLC5,521$203.0K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.3,165$116.0K0.05%+3,165New
Northwestern Mutual Wealth Management Co1,252$46.0K0.00%00.0%Unchanged
American Portfolios Advisors450$16.5K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)200$7.00K0.00%+200New
Allworth Financial LP100$4.00K0.00%00.0%Unchanged
Bessemer Group Inc34$1.00K0.00%−3−8.1%Reduced
CWM, LLC3$00.00%00.0%Unchanged
IFP Advisors, Inc8––00.0%Unchanged
Aristides Capital LLC0$00.00%−12,665−100.0%Sold out
Wetherby Asset Management Inc0$00.00%−10,000−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−50−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−7−100.0%Sold out