Who Owns NXG NextGen Infrastructure Income Fund (NXG)?Hedge Fund & Institutional Holders

$54.99+1.05 (+1.95%)TechnologyNYSE

Institutional Holders

44

as of Q4 2025

Total Institutional Value

$1.4000800044763003e+95T

% of Float Held

QoQ Change in Holders

+15 / -4

Price History

$37.99$42.24$46.49$50.74$54.99Sep 24Jun 25Mar 26

NXG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Janney Montgomery Scott LLCNew Position+69K+$3.0M
CoreCap Advisors, LLCNew Position+46K+$2.3M
J.W. COLE ADVISORS, INC.New Position+34K+$1.7M
Valeo Financial Advisors, LLCNew Position+9K+$431K
Stratos Wealth Advisors, LLCNew Position+7K+$378K
OPPENHEIMER & CO INCNew Position+7K+$351K
Compound Planning, Inc.New Position+7K+$332K
PFG Investments, LLCNew Position+6K+$316K
DECISION INVESTMENTS, INCNew Position+4K+$201K
FLAGSHIP HARBOR ADVISORS, LLCNew Position+772+$38K
FINANCIAL CONSULATE, INCNew Position+250+$12K
Private Wealth Asset Management, LLCNew Position+175+$8K
NewEdge Advisors, LLCNew Position+5K+$0
Integrated Wealth Concepts LLCNew Position+6K+$0
Kestra Advisory Services, LLCNew Position+980+$0

NXG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
COMERICA BANKDecreased-18-$4.3B
Cornerstone Advisors, LLCClosed Position-80K-$3.9B
STIFEL FINANCIAL CORPDecreased-7K-$1.8B
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Decreased-20K-$1.7B
Baird Financial Group, Inc.Decreased-5-$1.5B
Ausdal Financial Partners, Inc.Closed Position-28K-$1.4B
OSAIC HOLDINGS, INC.Decreased-2K-$677.9M
WELLS FARGO & COMPANY/MNDecreased-913-$44.5M
SIT INVESTMENT ASSOCIATES INCDecreased-267K-$13.3M
Rockefeller Capital Management L.P.Closed Position-125-$6.1M
Keener Financial Planning LLCClosed Position-3K-$146K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SIT INVESTMENT ASSOCIATES INC293,062$14.0M0.28%Share
2MORGAN STANLEY168,566$8.0M0.00%Share
3COMERICA BANK88,637$4.5M0.02%Share
4Janney Montgomery Scott LLC68,903$3.0M0.01%Share
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO37,950$2.7M0.00%Share
6CoreCap Advisors, LLC45,925$2.3M0.08%Share
7GUGGENHEIM CAPITAL LLC57,758$2.0M0.01%Share
8J.W. COLE ADVISORS, INC.33,594$1.7M0.04%Share
9RAYMOND JAMES FINANCIAL INC27,712$1.0M0.00%Share
10Baird Financial Group, Inc.30,439$1.0M0.00%Share
11STIFEL FINANCIAL CORP29,439$1.0M0.00%Share
12Invesco Ltd.13,547$684K0.00%Share
13UBS Group AG13,195$666K0.00%Share
14Valeo Financial Advisors, LLC8,554$431K0.01%Share
15LANDSCAPE CAPITAL MANAGEMENT, L.L.C.7,713$389K0.03%Share
16Stratos Wealth Advisors, LLC7,499$378K0.02%Share
17OPPENHEIMER & CO INC6,956$351K0.00%Share
18Compound Planning, Inc.6,582$332K0.01%Share
19PFG Investments, LLC6,262$316K0.01%Share
20KESTRA PRIVATE WEALTH SERVICES, LLC5,458$275K0.00%Share
21LANDSCAPE CAPITAL MANAGEMENT, L.L.C.4,216$212K0.01%Share
22DECISION INVESTMENTS, INC3,990$201K0.22%Share
23LANDSCAPE CAPITAL MANAGEMENT, L.L.C.2,812$142K0.01%Share
24US BANCORP \DE\1,400$70K0.00%Share
25FLAGSHIP HARBOR ADVISORS, LLC772$38K0.00%Share
26FINANCIAL CONSULATE, INC250$12K0.00%Share
27Private Wealth Asset Management, LLC175$8K0.00%Share
28COMERICA BANK123$6K0.00%Share
29Allworth Financial LP100$5K0.00%Share
30UBS Group AG112$5K0.00%Share
31HIGHLINE WEALTH PARTNERS LLC30$1K0.00%Share
32Kestra Advisory Services, LLC980$00.00%Share
33NewEdge Advisors, LLC5,117$00.00%Share
34RAYMOND JAMES FINANCIAL INC8,536$00.00%Share
35OSAIC HOLDINGS, INC.12,043$00.00%Share
36COMMONWEALTH EQUITY SERVICES, LLC12,928$00.00%Share
37ROYAL BANK OF CANADA17,170$00.00%Share
38Private Advisor Group, LLC8,190$00.00%Share
39MAI Capital Management39$00.00%Share
40Arax Advisory Partners159$00.00%Share
41Integrated Wealth Concepts LLC6,120$00.00%Share
42WELLS FARGO & COMPANY/MN0$00.00%Share
43LPL Financial LLC19,700$00.00%Share
44MORGAN STANLEY1$00.00%Share

NXG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202538$45.7M+12
Q3 202526$31.0B+1
Q2 202525$12.4B-8
Q1 202533$27.7B+7
Q4 202426$1.9T+0
Q3 202426$8.9T+6
Q2 202420$2.7T-3
Q1 202423$2.9T

Similar Stocks by Institutional Ownership

As of Q4 2025, 44 institutional investors hold NXG (NXG NextGen Infrastructure Income Fund). The largest holder is SIT INVESTMENT ASSOCIATES INC with $14.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own NXG?

As of Q4 2025, 44 institutional investors report holding NXG (NXG NextGen Infrastructure Income Fund) in their 13F filings.

Who is the largest institutional holder of NXG?

The largest institutional holder of NXG is SIT INVESTMENT ASSOCIATES INC with $14.0M in shares.

Is institutional ownership of NXG increasing or decreasing?

This quarter, 15 institutions opened new positions in NXG and 4 closed their positions.