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Cushing Nextgen Infra Incm F shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of Cushing Nextgen Infra Incm F (NXG) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in Cushing Nextgen Infra Incm F

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All positions including Cushing Nextgen Infra Incm F held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cushing Nextgen Infra Incm F by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $417k 8.6k 48.75
2025-06-30 $808k 16k 50.29
2025-03-31 $463k 9.8k 47.05
2024-12-31 $451k 9.8k 45.79
2024-09-30 $294k 7.0k 41.75

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Top funds holding Cushing Nextgen Infra Incm F

Sit Investment Associates
Morgan Stanley
Brian McDonald
Cornerstone Advisors
Janney Montgomery Scott
Guggenheim Capital, LLC Managers
CoreCap Advisors
J.w. Cole Advisors
Stifel Financial
Landscape Capital Management
Baird Financial
Raymond James Financial
Ausdal Financial Partners
LPL Financial
Royal Bank of Canada

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