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CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

Portfolio Manager
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT
Performance
+18.30% (2026 Q1)
AUM (13F)
$2.02B
# of Holdings
64
Performance Rank
Allocation (Top 20)
78.17%

CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT Holdings Map

Top 50 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TRGP
TARGA RES CORP
8.14%652.3K$163.6M
-4.26%(-29.00K)
2025-Q1: 684.5K shares2025-Q2: 666.3K shares2025-Q3: 682.3K shares2025-Q4: 681.3K shares2026-Q1: 652.3K shares
$54.33(+384.64%)
2026-03-31
ET
ENERGY TRANSFER L P
7.68%8.00M$154.4M
+0.08%(+6.00K)
2025-Q1: 7.42M shares2025-Q2: 7.18M shares2025-Q3: 8.21M shares2025-Q4: 7.99M shares2026-Q1: 8.00M shares
$13.27(+51.48%)
2026-03-31
WMB
WILLIAMS COS INC
6.16%1.70M$123.7M
+6.58%(+105.00K)
2025-Q1: 1.35M shares2025-Q2: 1.19M shares2025-Q3: 1.20M shares2025-Q4: 1.60M shares2026-Q1: 1.70M shares
$42.41(+78.54%)
2026-03-31
MPLX
MPLX LP
5.28%1.86M$106.1M
-1.31%(-24.70K)
2025-Q1: 1.82M shares2025-Q2: 1.72M shares2025-Q3: 1.73M shares2025-Q4: 1.88M shares2026-Q1: 1.86M shares
$38.32(+43.04%)
2026-03-31
DTM
DT MIDSTREAM INC
4.87%727.1K$97.9M
-2.96%(-22.20K)
2025-Q1: 750.6K shares2025-Q2: 748.3K shares2025-Q3: 679.3K shares2025-Q4: 749.3K shares2026-Q1: 727.1K shares
$58.49(+149.59%)
2026-03-31
OKE
ONEOK INC NEW
4.81%1.07M$96.7M
-17.57%(-228.02K)
2025-Q1: 1.14M shares2025-Q2: 1.32M shares2025-Q3: 1.12M shares2025-Q4: 1.30M shares2026-Q1: 1.07M shares
$72.91(+21.78%)
2026-03-31
KMI
KINDER MORGAN INC DEL
4.54%2.72M$91.3M
-4.98%(-142.70K)
2025-Q1: 2.87M shares2025-Q2: 2.51M shares2025-Q3: 2.63M shares2025-Q4: 2.87M shares2026-Q1: 2.72M shares
$26.05(+25.95%)
2026-03-31
KNTK
KINETIK HOLDINGS INC
4.52%1.87M$90.7M
+1.66%(+30.60K)
2025-Q1: 590.0K shares2025-Q2: 779.0K shares2025-Q3: 988.4K shares2025-Q4: 1.84M shares2026-Q1: 1.87M shares
$41.61(+19.56%)
2026-03-31
PAGP
PLAINS GP HLDGS L P
4.18%3.46M$84.0M
-7.11%(-265.00K)
2025-Q1: 4.03M shares2025-Q2: 3.54M shares2025-Q3: 3.58M shares2025-Q4: 3.73M shares2026-Q1: 3.46M shares
$12.31(+90.97%)
2026-03-31
TRP
TC ENERGY CORP
3.99%1.28M$80.2M
-1.15%(-14.90K)
2025-Q1: 1.56M shares2025-Q2: 1.25M shares2025-Q3: 1.37M shares2025-Q4: 1.30M shares2026-Q1: 1.28M shares
$43.49(+54.20%)
2026-03-31

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