Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT (CIK 1329375) reported $2.02B across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TRGP ($163.6M, 8.10%), ET ($154.4M, 7.64%), WMB ($123.7M, 6.13%), MPLX ($106.1M, 5.25%), DTM ($97.9M, 4.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TRGP | TARGA RES CORP | $163.6M | 8.10% | 652,300 | Trimmed |
| 2 | ET | ENERGY TRANSFER L P | $154.4M | 7.64% | 8.0M | Added |
| 3 | WMB | WILLIAMS COS INC | $123.7M | 6.13% | 1.7M | Added |
| 4 | MPLX | MPLX LP | $106.1M | 5.25% | 1.9M | Trimmed |
| 5 | DTM | DT MIDSTREAM INC | $97.9M | 4.85% | 727,100 | Trimmed |
| 6 | OKE | ONEOK INC NEW | $96.7M | 4.79% | 1.1M | Trimmed |
| 7 | KMI | KINDER MORGAN INC DEL | $91.3M | 4.52% | 2.7M | Trimmed |
| 8 | KNTK | KINETIK HOLDINGS INC | $90.7M | 4.49% | 1.9M | Added |
| 9 | PAGP | PLAINS GP HLDGS L P | $84.0M | 4.16% | 3.5M | Trimmed |
| 10 | TRP | TC ENERGY CORP | $80.2M | 3.97% | 1.3M | Trimmed |
| 11 | LNG | CHENIERE ENERGY INC | $79.4M | 3.93% | 279,800 | Trimmed |
| 12 | WES | WESTERN MIDSTREAM PARTNERS L | $69.0M | 3.42% | 1.7M | Added |
| 13 | EPD | ENTERPRISE PRODS PARTNERS L | $66.0M | 3.27% | 1.7M | Trimmed |
| 14 | PBA | PEMBINA PIPELINE CORP | $60.7M | 3.01% | 1.4M | Added |
| 15 | ENB | ENBRIDGE INC | $54.2M | 2.68% | 1.0M | Added |
| 16 | MPC | MARATHON PETE CORP | $34.9M | 1.73% | 142,800 | Added |
| 17 | PSX | PHILLIPS 66 | $32.8M | 1.62% | 180,100 | Trimmed |
| 18 | SOBO | SOUTH BOW CORP | $28.8M | 1.43% | 865,500 | Trimmed |
| 19 | TLN | TALEN ENERGY CORP | $28.5M | 1.41% | 89,300 | Trimmed |
| 20 | VST | VISTRA CORP | $27.6M | 1.37% | 183,600 | Trimmed |
| 21 | EQT | EQT CORP | $25.7M | 1.27% | 403,258 | Added |
| 22 | NRG | NRG ENERGY INC | $24.9M | 1.23% | 170,500 | Added |
| 23 | CEG | CONSTELLATION ENERGY CORP | $23.1M | 1.14% | 82,700 | Trimmed |
| 24 | MTZ | MASTEC INC | $22.8M | 1.13% | 70,900 | Added |
| 25 | SOI | SOLARIS ENERGY INFRAS INC | $21.9M | 1.09% | 388,000 | Added |
Source: SEC Form 13F filings · as of 2026-03-31