13FBOX
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT · 13F 持仓分析
期权收益计算器 机构排行

CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

No.1629 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$22.35亿
环比变动 Q1 2026
+$2.15亿+10.6%
持仓股票数
73
新买入
14
加仓
34
减仓
22
清仓
7
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Targa资源TRGP
7.37%8.1%$1.65亿61.4万股$1.64亿65.2万股-3.8万股-5.83%减仓
EENERGY TRANSFER L PET
6.78%7.64%$1.51亿792.4万股$1.54亿799.8万股-7.4万股-0.93%减仓
威廉姆斯WMB
6.21%6.13%$1.39亿186.6万股$1.24亿170.0万股+16.6万股+9.76%加仓
DT MIDSTREAM COMMON STOCKDTM
4.79%4.85%$1.07亿73.0万股$9,791.9万72.7万股+3,000股+0.41%加仓
PLAINS GP L PPAGP
4.12%4.16%$9,210.5万379.5万股$8,400.9万346.0万股+33.5万股+9.68%加仓
MMPLXFFUT
4.07%5.25%$9,095.0万161.5万股$1.06亿185.9万股-24.5万股-13.15%减仓
ONEOKOKE
3.84%4.79%$8,571.4万98.6万股$9,670.8万107.0万股-8.4万股-7.85%减仓
KKINETIKKNTK
3.79%4.49%$8,469.2万175.2万股$9,072.0万187.4万股-12.2万股-6.51%减仓
Tc Energy Corp COMMONTRP
3.7%3.97%$8,258.4万124.6万股$8,016.6万128.1万股-3.5万股-2.72%减仓
切尼尔能源LNG
3.61%3.93%$8,073.8万33.8万股$7,939.6万28.0万股+5.8万股+20.73%加仓
KINDER MORGAN DEL COMKMI
2.92%4.52%$6,520.0万203.9万股$9,127.9万272.2万股-68.3万股-25.09%减仓
ENTERPRISE PRODS PARTNERS LEPD
2.58%3.27%$5,754.8万156.6万股$6,605.0万174.6万股-18.0万股-10.31%减仓
WWESTERN MIDSTREAM PAR LPWES
2.47%3.42%$5,513.3万126.0万股$6,903.8万167.7万股-41.7万股-24.87%减仓
PEMBINA PIPELINEPBA
2.4%3.01%$5,356.2万115.8万股$6,074.4万135.7万股-19.9万股-14.66%减仓
安桥ENB
2.32%2.68%$5,185.2万95.7万股$5,422.1万100.2万股-4.5万股-4.49%减仓
Bloom EnergyBE
1.85%0.91%$4,144.0万13.7万股$1,829.1万13.5万股+1,900股+1.41%加仓
AARGANAGX
1.63%1.02%$3,633.4万4.6万股$2,069.7万3.8万股+7,500股+19.74%加仓
MMASTECMTZ
1.54%1.13%$3,445.0万8.3万股$2,281.1万7.1万股+1.2万股+16.78%加仓
GE VernovaGEV
1.51%1.04%$3,371.8万2.9万股$2,095.0万2.4万股+4,700股+19.58%加仓
SSOLARIS ENERGY INFRASSEI
1.5%1.09%$3,363.2万41.8万股$2,192.6万38.8万股+3.0万股+7.73%加仓
QUANTA SVCSPWR
1.41%1.03%$3,153.8万4.4万股$2,086.3万3.8万股+5,800股+15.26%加仓
VistraVST
1.41%1.37%$3,140.9万19.8万股$2,760.1万18.4万股+1.4万股+7.84%加仓
NNRG ENERGYNRG
1.39%1.23%$3,106.7万21.3万股$2,491.7万17.1万股+4.2万股+24.75%加仓
SSOUTH BOW CORPORATION COM NPV ISIN #CA83671M1059 SEDOL #BMZMBC3USNG
1.35%1.43%$3,014.8万85.6万股$2,883.8万86.6万股-1.0万股-1.16%减仓
TTALEN ENERGYTLN
1.32%1.41%$2,951.1万7.7万股$2,850.7万8.9万股-1.3万股-14.00%减仓
SSUNOCOCORPSUNC
1.23%0.61%$2,747.4万40.6万股$1,233.0万20.0万股+20.6万股+103.00%加仓
星座能源CEG
1.19%1.14%$2,657.6万10.7万股$2,309.4万8.3万股+2.4万股+29.38%加仓
DDYCOM INDSDY
1.18%0.6%$2,629.1万5.2万股$1,219.8万3.6万股+1.6万股+44.44%加仓
PALO ALTOPANW
1.14%0.57%$2,557.7万7.5万股$1,154.3万7.2万股+3,000股+4.17%加仓
EXCELERATE ENERGYEE
1.1%0.54%$2,469.4万65.0万股$1,086.2万32.5万股+32.5万股+100.00%加仓
KKODIAK GAS SVCSKGS
1.01%$2,253.9万30.0万股$00股+30.0万股新买入
CrowdStrikeCRWD
0.99%0.58%$2,213.1万2.9万股$1,171.2万3.0万股-1,000股-3.33%减仓
DDIGITALOCEANDOCN
0.99%0.56%$2,204.7万14.0万股$1,134.0万13.2万股+8,200股+6.20%加仓
NNextPowerNXT
0.96%0.85%$2,156.4万18.1万股$1,723.9万14.3万股+3.8万股+26.57%加仓
EQTEQT
0.96%1.27%$2,144.1万40.3万股$2,566.3万40.3万股00.00%持仓不变
WWATERBRIDGE INFRASTRUCTURE LWBI
0.95%0.27%$2,124.7万62.0万股$542.5万20.3万股+41.8万股+206.17%加仓
SELECT WATER SOLUTIONSWTTR
0.91%0.32%$2,038.0万102.0万股$642.6万42.0万股+60.0万股+142.86%加仓
SSOLV ENERGYMWH
0.79%0.3%$1,770.6万52.0万股$600.6万20.0万股+32.0万股+160.00%加仓
SSTERLING INFRASTRUCTURESTRL
0.77%0.23%$1,724.9万2.1万股$470.4万1.2万股+9,000股+77.92%加仓
VVENTURE GLOBAL INC CLASS AVG
0.69%$1,546.0万138.9万股$00股+138.9万股新买入
CloudflareNET
0.66%0.51%$1,471.7万6.0万股$1,031.7万5.0万股+1.0万股+20.00%加仓
IRIDIUM COMMUNICATIONS IIRDM
0.58%$1,294.5万23.6万股$00股+23.6万股新买入
马拉松石油MPC
0.57%1.73%$1,273.2万5.0万股$3,486.9万14.3万股-9.3万股-65.13%减仓
Phillips 66PSX
0.55%1.62%$1,235.8万7.3万股$3,281.1万18.0万股-10.7万股-59.41%减仓
EntergyETR
0.51%0.35%$1,148.6万10.0万股$707.9万6.3万股+3.7万股+58.73%加仓
EENTEGRISENTG
0.47%$1,061.2万5.9万股$00股+5.9万股新买入
EEAGLEROCK LD LLC CL A SHS REP LTDEROK
0.45%$998.8万47.0万股$00股+47.0万股新买入
SNOWFLAKE COM SHSSNOW
0.39%0.22%$865.3万3.4万股$437.4万2.9万股+5,000股+17.24%加仓
NEBIUSNBIS
0.39%$864.4万3.1万股$00股+3.1万股新买入
DIGITAL RLTY TR COMDLR
0.38%0.3%$844.0万4.7万股$612.7万3.4万股+1.3万股+38.24%加仓

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