CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 13F 持仓 · 2026年Q2
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 22.35 亿美元。前几大持仓：TRGP（7.37%）、ET（6.78%）、WMB（6.21%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TRGP | TARGA RES CORP | $164.7M | 7.37% | 614,300 | 减持 |
| 2 | ET | ENERGY TRANSFER L P | $151.5M | 6.78% | 7.9M | 减持 |
| 3 | WMB | WILLIAMS COS INC | $138.7M | 6.21% | 1.9M | 增持 |
| 4 | DTM | DT MIDSTREAM INC | $107.1M | 4.79% | 730,100 | 增持 |
| 5 | PAGP | PLAINS GP HLDGS L P | $92.1M | 4.12% | 3.8M | 增持 |
| 6 | MPLX | MPLX LP | $91.0M | 4.07% | 1.6M | 减持 |
| 7 | OKE | ONEOK INC NEW | $85.7M | 3.84% | 985,900 | 减持 |
| 8 | KNTK | KINETIK HOLDINGS INC | $84.7M | 3.79% | 1.8M | 减持 |
| 9 | TRP | TC ENERGY CORP | $82.6M | 3.70% | 1.2M | 减持 |
| 10 | LNG | CHENIERE ENERGY INC | $80.7M | 3.61% | 337,800 | 增持 |
| 11 | KMI | KINDER MORGAN INC DEL | $65.2M | 2.92% | 2.0M | 减持 |
| 12 | EPD | ENTERPRISE PRODS PARTNERS L | $57.5M | 2.58% | 1.6M | 减持 |
| 13 | WES | WESTERN MIDSTREAM PARTNERS L | $55.1M | 2.47% | 1.3M | 减持 |
| 14 | PBA | PEMBINA PIPELINE CORP | $53.6M | 2.40% | 1.2M | 减持 |
| 15 | ENB | ENBRIDGE INC | $51.9M | 2.32% | 956,500 | 减持 |
| 16 | BE | BLOOM ENERGY CORP | $41.4M | 1.85% | 136,900 | 增持 |
| 17 | AGX | ARGAN INC | $36.3M | 1.63% | 45,500 | 增持 |
| 18 | MTZ | MASTEC INC | $34.4M | 1.54% | 82,800 | 增持 |
| 19 | GEV | GE VERNOVA INC | $33.7M | 1.51% | 28,700 | 增持 |
| 20 | SEI | SOLARIS ENERGY INFRAS INC | $33.6M | 1.50% | 418,000 | 增持 |
| 21 | PWR | QUANTA SVCS INC | $31.5M | 1.41% | 43,800 | 增持 |
| 22 | VST | VISTRA CORP | $31.4M | 1.41% | 198,000 | 增持 |
| 23 | NRG | NRG ENERGY INC | $31.1M | 1.39% | 212,700 | 增持 |
| 24 | SOBO | SOUTH BOW CORP | $30.1M | 1.35% | 855,500 | 减持 |
| 25 | TLN | TALEN ENERGY CORP | $29.5M | 1.32% | 76,800 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR