CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT oversees $1.7B in assets, with a concentrated portfolio of 60 positions. The fund's top holdings include Energy Transfer (ET) at $131.8M, Targa Resources (TRGP) at $125.7M, and MPLX at $100.5M, collectively accounting for 27% of the portfolio. Notable mid-cap positions include Western Midstream (WMB) at $95.9M and ONEOK (OKE) at $95.4M. The fund's energy-focused strategy is further evident in its significant stakes in Kinder Morgan (KMI) at $78.8M and Plains GP Holdings (PAGP) at $71.3M.

📌 Top Holdings