Nexus Asset Management as of Dec. 31, 2013
Portfolio Holdings for Nexus Asset Management
Nexus Asset Management holds 42 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gulfport Energy Corp Com New | 6.0 | $33M | 523k | 63.13 | |
| Baker Hughes Incorporated | 4.7 | $26M | 468k | 55.26 | |
| Northeast Utilities System | 4.2 | $23M | 546k | 42.39 | |
| Cimarex Energy | 4.2 | $23M | 219k | 104.91 | |
| Halliburton Company (HAL) | 4.0 | $22M | 432k | 50.75 | |
| PG&E Corporation (PCG) | 3.9 | $21M | 532k | 40.28 | |
| EQT Corporation (EQT) | 3.7 | $20M | 226k | 89.78 | |
| Cabot Oil & Gas Corporation (CTRA) | 3.7 | $20M | 520k | 38.76 | |
| Pioneer Natural Resources (PXD) | 3.6 | $20M | 107k | 184.07 | |
| Laredo Petroleum Holdings | 3.3 | $18M | 663k | 27.69 | |
| Edison International (EIX) | 3.2 | $18M | 379k | 46.30 | |
| Portland Gen Elec Com New (POR) | 3.0 | $16M | 541k | 30.20 | |
| Concho Resources | 3.0 | $16M | 150k | 108.00 | |
| CMS Energy Corporation (CMS) | 2.9 | $16M | 595k | 26.77 | |
| Pepco Holdings | 2.9 | $16M | 821k | 19.13 | |
| Dril-Quip (DRQ) | 2.8 | $15M | 139k | 109.93 | |
| SCANA Corporation | 2.7 | $15M | 316k | 46.93 | |
| Sempra Energy (SRE) | 2.6 | $14M | 160k | 89.76 | |
| Cameron International Corporation | 2.6 | $14M | 240k | 59.53 | |
| Nextera Energy (NEE) | 2.6 | $14M | 165k | 85.62 | |
| American Electric Power Company (AEP) | 2.6 | $14M | 301k | 46.74 | |
| Bill Barrett Corporation | 2.5 | $14M | 518k | 26.78 | |
| Rowan Companies Shs Cl A | 2.5 | $14M | 391k | 35.36 | |
| Oceaneering International (OII) | 2.4 | $13M | 168k | 78.88 | |
| FirstEnergy (FE) | 2.3 | $13M | 384k | 32.98 | |
| PNM Resources (PNM) | 2.2 | $12M | 508k | 24.12 | |
| Continental Resources | 2.1 | $12M | 102k | 112.52 | |
| Ameren Corporation (AEE) | 1.9 | $11M | 295k | 36.16 | |
| Seadrill SHS | 1.9 | $11M | 259k | 41.08 | |
| Range Resources (RRC) | 1.7 | $9.5M | 113k | 84.31 | |
| Oge Energy Corp (OGE) | 1.7 | $9.3M | 275k | 33.90 | |
| NiSource (NI) | 1.5 | $8.2M | 250k | 32.88 | |
| FMC Technologies | 0.9 | $5.1M | 98k | 52.21 | |
| Superior Energy Services | 0.8 | $4.6M | 174k | 26.61 | |
| C&j Energy Services | 0.8 | $4.5M | 194k | 23.10 | |
| Plains Gp Hldgs Shs A Rep Ltpn | 0.7 | $4.1M | 152k | 26.77 | |
| Patterson-UTI Energy (PTEN) | 0.6 | $3.2M | 125k | 25.32 | |
| PPL Corporation (PPL) | 0.4 | $2.3M | 77k | 30.09 | |
| Public Service Enterprise (PEG) | 0.3 | $1.7M | 53k | 32.04 | |
| Southwest Gas Corporation (SWX) | 0.2 | $839k | 15k | 55.93 | |
| Integrys Energy | 0.1 | $707k | 13k | 54.38 | |
| Pattern Energy Group Cl A | 0.1 | $697k | 23k | 30.30 |
