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NXG NextGen Infrastructure Income Fund (NXG) Institutional Ownership

NXG NextGen Infrastructure Income Fund logo
$62.72 -0.29 (-0.45%)
As of 11:19 AM Eastern
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Institutional Ownership Changes (13F Filings) for NXG NextGen Infrastructure Income Fund (NYSE:NXG)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$19.50M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$29.75M
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NXG Institutional Buying and Selling by Quarter

NXG NextGen Infrastructure Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 CoreCap Advisors LLC58,510$3.79M0.1%+10.7%0.000%
7/1/2026 Noble Wealth Management PBC8,680$562K0.3%N/A0.000%
5/18/2026Royal Bank of Canada16,666$915K0.0%-2.9%0.000%
5/14/2026Aristides Capital LLC4,204$231K0.0%N/A0.000%
5/1/2026Fifth Third Bancorp92,223$5.07M0.0%N/A0.000%
4/27/2026Integrity Wealth Partners LLC10,536$579K0.5%N/A0.000%
4/27/2026PFG Investments LLC5,862$322K0.0%-6.4%0.000%
4/22/2026Janney Montgomery Scott LLC70,070$3.85M0.0%+1.7%0.000%
2/25/2026Sit Investment Associates Inc.293,062$14.80M0.3%-47.6%0.000%
2/19/2026Compound Planning Inc.6,582$332K0.0%N/A0.000%
2/19/2026Invesco Ltd.13,547$684K0.0%+65.0%0.000%
2/18/2026NewEdge Advisors LLC5,117$258K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC57,758$2.92M0.0%+4.9%0.000%
2/17/2026Osaic Holdings Inc.12,043$608K0.0%-15.7%0.000%
2/17/2026Royal Bank of Canada17,170$867K0.0%+8.9%0.000%
2/16/2026Landscape Capital Management L.L.C.14,741$744K0.0%-57.7%0.000%
2/13/2026Kestra Advisory Services LLC980$50K0.0%N/A0.000%
2/13/2026Stifel Financial Corp29,439$1.49M0.0%-18.9%0.000%
2/13/2026Integrated Wealth Concepts LLC6,120$309K0.0%N/A0.000%
2/12/2026Sit Investment Associates Inc.293,062$14.80M0.3%-47.6%0.000%
2/11/2026Janney Montgomery Scott LLC68,903$3.48M0.0%+8.0%0.000%
2/11/2026LPL Financial LLC19,700$995K0.0%+4.0%0.000%
2/11/2026J.W. Cole Advisors Inc.33,594$1.70M0.0%-9.3%0.000%
2/5/2026Northwestern Mutual Wealth Management Co.37,950$1.92M0.0%+4,237.1%0.000%
2/2/2026Oppenheimer & Co. Inc.6,956$351K0.0%-13.9%0.000%
1/26/2026PFG Investments LLC6,262$316K0.0%N/A0.000%
1/21/2026Flagship Harbor Advisors LLC772$39K0.0%N/A0.000%
1/20/2026Stratos Wealth Advisors LLC7,499$379K0.0%+2.7%0.000%
1/13/2026 CoreCap Advisors LLC45,925$2.32M0.1%+3.0%0.000%
11/17/2025Ausdal Financial Partners Inc.27,714$1.35M0.1%+8.4%0.000%
11/14/2025Raymond James Financial Inc.28,957$1.41M0.0%-10.5%0.000%
11/13/2025Landscape Capital Management L.L.C.34,819$1.70M0.1%N/A0.000%
11/13/2025UBS Group AG12,529$611K0.0%+7.6%0.000%
11/7/2025Cornerstone Advisors LLC80,384$3.92M0.1%N/A0.000%
11/7/2025Keener Financial Planning LLC3,004$146K0.1%N/A0.000%
11/6/2025Stratos Wealth Advisors LLC7,299$356K0.0%+19.7%0.000%
11/6/2025Oppenheimer & Co. Inc.8,082$394K0.0%+70.1%0.000%
11/5/2025J.W. Cole Advisors Inc.37,053$1.81M0.0%+7.3%0.000%
11/3/2025 Valeo Financial Advisors LLC8,554$417K0.0%-46.8%0.000%
10/28/2025Wolverine Asset Management LLC4,932$240K0.0%N/A0.000%
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10/22/2025 CoreCap Advisors LLC44,590$2.17M0.1%+10.9%0.000%
9/12/2025 Valeo Financial Advisors LLC16,069$808K0.0%+63.3%0.000%
9/4/2025Osaic Holdings Inc.12,638$636K0.0%-5.2%0.000%
8/14/2025Ausdal Financial Partners Inc.25,573$1.29M0.1%+1.9%0.000%
8/14/2025Raymond James Financial Inc.32,371$1.63M0.0%-4.1%0.000%
8/13/2025Baird Financial Group Inc.26,065$1.31M0.0%-2.2%0.000%
8/13/2025Guggenheim Capital LLC42,779$2.15M0.0%+32.5%0.000%
8/13/2025Aristides Capital LLC11,066$557K0.1%-16.7%0.000%
8/12/2025J.W. Cole Advisors Inc.34,546$1.74M0.0%+11.8%0.000%
7/29/2025Stratos Wealth Advisors LLC6,099$307K0.0%+7.0%0.000%
7/22/2025 Valeo Financial Advisors LLC8,464$426K0.0%-14.0%0.000%
7/17/2025Janney Montgomery Scott LLC55,482$2.79M0.0%+39.9%0.000%
5/15/2025Baird Financial Group Inc.26,664$1.26M0.0%+7.1%0.000%
5/14/2025Aristides Capital LLC13,279$625K0.2%-68.1%0.000%
5/14/2025Comerica Bank88,760$4.18M0.0%-0.8%0.000%
5/13/2025Elequin Capital LP1,083$51K0.0%N/A0.000%
5/13/2025Sit Investment Associates Inc.14,489$682K0.0%-83.2%0.000%
5/12/2025Invesco Ltd.4,772$225K0.0%N/A0.000%
5/8/2025US Bancorp DE1,400$66K0.0%N/A0.000%
5/5/2025J.W. Cole Advisors Inc.30,891$1.45M0.0%+22.4%0.000%
5/5/2025Private Advisor Group LLC16,260$765K0.0%+24.9%0.000%
4/30/2025Stratos Wealth Advisors LLC5,699$268K0.0%N/A0.000%
4/23/2025Oppenheimer & Co. Inc.4,750$223K0.0%+5.6%0.000%
4/17/2025Janney Montgomery Scott LLC39,652$1.87M0.0%+58.0%0.000%
2/17/2025Baird Financial Group Inc.24,885$1.14M0.0%-13.2%0.000%
2/14/2025Comerica Bank89,465$4.10M0.0%+72,635.8%0.000%
2/14/2025Stifel Financial Corp27,665$1.27M0.0%+99.0%0.000%
2/13/2025Guggenheim Capital LLC21,649$991K0.0%+148.7%0.000%
2/13/2025Raymond James Financial Inc.34,926$1.60M0.0%N/A0.000%
2/13/2025Aristides Capital LLC41,572$1.90M0.4%+12.1%0.000%
2/13/2025Sit Investment Associates Inc.86,461$3.96M0.1%-60.6%0.000%
2/10/2025Commonwealth Equity Services LLC13,332$610K0.0%-3.6%0.000%
2/6/2025Raymond James Financial Inc.34,926$1.60M0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.4,500$206K0.0%-7.1%0.000%
2/3/2025Private Advisor Group LLC13,017$596K0.0%+65.3%0.000%
1/31/2025J.W. Cole Advisors Inc.25,230$1.16M0.0%+57.0%0.000%
1/30/2025Valeo Financial Advisors LLC9,842$451K0.0%+39.8%0.000%
1/17/2025Janney Montgomery Scott LLC25,090$1.15M0.0%+157.3%0.000%
11/15/2024Stifel Financial Corp13,900$580K0.0%-60.8%0.000%
11/6/2024Oppenheimer & Co. Inc.4,843$202K0.0%N/A0.000%
10/24/2024J.W. Cole Advisors Inc.16,072$671K0.0%N/A0.000%
10/22/2024Private Advisor Group LLC7,875$329K0.0%N/A0.000%
10/10/2024Valeo Financial Advisors LLC7,041$294K0.0%N/A0.000%
5/15/2024Alpine Global Management LLC16,000$622K0.2%+63.6%0.000%
5/7/2024Oppenheimer & Co. Inc.6,000$233K0.0%-41.2%0.000%
2/15/2024Bulldog Investors LLP88,253$3.14M1.0%-3.7%0.000%
2/13/2024Quantedge Capital Pte Ltd7,774$276K0.1%-36.1%0.000%
2/2/2024Atria Wealth Solutions Inc.7,942$282K0.0%+23.3%0.000%
1/25/2024Blue Bell Private Wealth Management LLC1,640$58K0.0%+25.5%0.000%
1/16/2024Raymond James & Associates19,414$690K0.0%-88.6%0.000%
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11/21/2023Almitas Capital LLC92,355$3.46M1.7%+5.2%0.000%
11/14/2023Saba Capital Management L.P.121,028$4.54M0.1%+2.6%0.000%
11/14/2023Clough Capital Partners L P6,346$238K0.0%N/A0.000%
11/13/2023Quantedge Capital Pte Ltd12,174$457K0.2%-27.9%0.000%
11/9/2023Cornerstone Advisors LLC23,619$886K0.0%-35.4%0.000%


NXG Institutional Ownership - Frequently Asked Questions

During the previous two years, 37 institutional investors and hedge funds held shares of NXG NextGen Infrastructure Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($14.80M), Fifth Third Bancorp ($5.07M), Comerica Bank ($4.18M), Cornerstone Advisors LLC ($3.92M), Janney Montgomery Scott LLC ($3.85M), CoreCap Advisors LLC ($3.79M), and Guggenheim Capital LLC ($2.92M).Learn more on NXG NextGen Infrastructure Income Fund's institutional investors.

Of the 34 institutional investors that purchased NXG NextGen Infrastructure Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fifth Third Bancorp ($92.22K), Comerica Bank ($89.34K), Cornerstone Advisors LLC ($80.38K), Raymond James Financial Inc. ($69.85K), Janney Montgomery Scott LLC ($52.03K), Northwestern Mutual Wealth Management Co. ($37.08K), and J.W. Cole Advisors Inc. ($37.05K).

Institutional investors have bought a total of 376,925 shares in the last 24 months. This purchase volume represents approximately $19.50M in transactions.

Of the 12 institutional investors that sold NXG NextGen Infrastructure Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($533.41K), Landscape Capital Management L.L.C. ($20.08K), Valeo Financial Advisors LLC ($8.89K), Stifel Financial Corp ($6.88K), Raymond James Financial Inc. ($4.80K), J.W. Cole Advisors Inc. ($3.46K), and Osaic Holdings Inc. ($2.94K).

Institutional investors have sold a total of 585,302 shares in the last 24 months. This volume of shares sold represents approximately $29.75M in transactions.


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This page (NYSE:NXG) was last updated on 7/13/2026 by MarketBeat.com Staff.
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