CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT held in its portfolio 60 assets valued at $1,743,763,030 (i.e. $1.74B).
The most valuable assets in the portfolio included: ENERGY TRANSFER L P ($131.78M), TARGA RES CORP ($125.70M), and MPLX LP ($100.54M).
The chart below shows the top 10 valuable assets, and the table below shows the top 60 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ENERGY TRANSFER L P | 7991600 | 131781484 | COM UT LTD PTN |
| TARGA RES CORP | 681300 | 125699850 | COM |
| MPLX LP | 1883800 | 100538406 | COM UNIT REP LTD |
| WILLIAMS COS INC | 1595100 | 95881461 | COM |
| ONEOK INC NEW | 1297916 | 95396826 | COM |
| DT MIDSTREAM INC | 749300 | 89676224 | COMMON STOCK |
| KINDER MORGAN INC DEL | 2865000 | 78758850 | COM |
| PLAINS GP HLDGS L P | 3725000 | 71296500 | LTD PARTNR INT A |
| TC ENERGY CORP | 1295500 | 71265455 | COM |
| KINETIK HOLDINGS INC | 1843400 | 66454570 | COM NEW CL A |
| CHENIERE ENERGY INC | 324800 | 63137872 | COM NEW |
| WESTERN MIDSTREAM PARTNERS L | 1540900 | 60865550 | COM UNIT LP INT |
| ENTERPRISE PRODS PARTNERS L | 1792500 | 57467550 | COM |
| PEMBINA PIPELINE CORP | 1347100 | 51270626 | COM |
| HESS MIDSTREAM LP | 1357200 | 46823400 | CL A SHS |
| TALEN ENERGY CORP | 117200 | 43931248 | COM |
| CONSTELLATION ENERGY CORP | 116700 | 41226609 | COM |
| SOUTH BOW CORP | 1490500 | 40944035 | COM |
| VISTRA CORP | 208700 | 33669571 | COM |
| GE VERNOVA INC | 47850 | 31273325 | COM |
| ENBRIDGE INC | 601500 | 28769745 | COM |
| NRG ENERGY INC | 162000 | 25796880 | COM NEW |
| PHILLIPS 66 | 190900 | 24633736 | COM |
| EQT CORP | 344258 | 18452229 | COM |
| FIRST SOLAR INC | 68000 | 17763640 | COM |
| QUANTA SVCS INC | 39000 | 16460340 | COM |
| PRIMORIS SVCS CORP | 127000 | 15765780 | COM |
| MASTEC INC | 70500 | 15324585 | COM |
| NEXTPOWER INC | 163000 | 14198930 | CLASS A COM |
| MARATHON PETE CORP | 82500 | 13416975 | COM |
| CROWDSTRIKE HLDGS INC | 25000 | 11719000 | CL A |
| ARGAN INC | 35000 | 10966200 | COM |
| VIPER ENERGY INC | 279000 | 10777770 | CL A |
| BLOOM ENERGY CORP | 115000 | 9992350 | COM CL A |
| PALO ALTO NETWORKS INC | 47000 | 8657400 | COM |
| CENOVUS ENERGY INC | 460000 | 7783200 | COM |
| TXO PARTNERS LP | 581000 | 6199270 | COM UNIT |
| CLOUDFLARE INC | 30000 | 5914500 | CL A COM |
| ENTERGY CORP NEW | 63000 | 5823090 | COM |
| IREN LIMITED | 153000 | 5778810 | ORDINARY SHARES |
| ANTERO MIDSTREAM CORP | 316000 | 5621640 | COM |
| DIGITALOCEAN HLDGS INC | 116000 | 5581920 | COM |
| DIGITAL RLTY TR INC | 34000 | 5260140 | COM |
| DYCOM INDS INC | 15000 | 5068500 | COM |
| SNOWFLAKE INC | 23000 | 5045280 | COM SHS |
| MICROSOFT CORP | 10000 | 4836200 | COM |
| ORACLE CORP | 23000 | 4482930 | COM |
| ALLIANCE RESOURCE PARTNERS L | 191000 | 4436930 | UT LTD PART |
| NEXTERA ENERGY INC | 50000 | 4014000 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 49000 | 3934700 | COM |
| SOUTHERN CO | 45000 | 3924000 | COM |
| WEC ENERGY GROUP INC | 35000 | 3691100 | COM |
| CYBERARK SOFTWARE LTD | 7000 | 3122420 | SHS |
| GENESIS ENERGY L P | 185700 | 2896920 | UNIT LTD PARTN |
| AMERICAN ELEC PWR CO INC | 25000 | 2882750 | COM |
| SOLARIS ENERGY INFRAS INC | 61000 | 2804170 | COM CL A |
| PLAINS ALL AMERN PIPELINE L | 155300 | 2789188 | UNIT LTD PARTN |
| NGL ENERGY PARTNERS LP | 150000 | 1500000 | COM UNIT REPST |
| CLEANSPARK INC | 20000 | 202400 | COM NEW |
| NEW FORTRESS ENERGY INC | 100000 | 114000 | COM CL A |