StockDriftsStockDriftsTop 50 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TRGP | TARGA RES CORP | 7.37% | 614.3K | $164.7M | -5.83%(-38.00K) | $54.33(+392.35%) | 2026-06-30 | |
| ET | ENERGY TRANSFER L P | 6.78% | 7.92M | $151.5M | -0.93%(-74.00K) | $13.27(+55.59%) | 2026-06-30 | |
| WMB | WILLIAMS COS INC | 6.21% | 1.87M | $138.7M | +9.76%(+166.00K) | $45.16(+60.33%) | 2026-06-30 | |
| DTM | DT MIDSTREAM INC | 4.79% | 730.1K | $107.1M | +0.41%(+3.00K) | $58.83(+131.00%) | 2026-06-30 | |
| PAGP | PLAINS GP HLDGS L P | 4.12% | 3.79M | $92.1M | +9.68%(+335.00K) | $13.37(+87.54%) | 2026-06-30 | |
| MPLX | MPLX LP | 4.07% | 1.61M | $91.0M | -13.15%(-244.50K) | $38.32(+53.41%) | 2026-06-30 | |
| OKE | ONEOK INC NEW | 3.84% | 985.9K | $85.7M | -7.85%(-84.00K) | $72.91(+23.75%) | 2026-06-30 | |
| KNTK | KINETIK HOLDINGS INC | 3.79% | 1.75M | $84.7M | -6.51%(-122.00K) | $41.61(+25.81%) | 2026-06-30 | |
| TRP | TC ENERGY CORP | 3.7% | 1.25M | $82.6M | -2.72%(-34.80K) | $43.49(+46.82%) | 2026-06-30 | |
| LNG | CHENIERE ENERGY INC | 3.61% | 337.8K | $80.7M | +20.73%(+58.00K) | $141.99(+88.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.07% | +77.48% | +16.16% | +111.49% |
| Top 20 Holdings Unweighted | +19.57% | +70.94% | +14.63% | +97.93% |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT reports $2.23B in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are TRGP (7.4%), ET (6.8%) and WMB (6.2%). The top 20 holdings account for 69% of reported assets. Its disclosed equity book has returned +77.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1329375). View CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT’s 13F filings on SEC