Cushing Asset Management, LP dba NXG Investment Management filed a Form 13F-HR with the Securities and Exchange Commission on October 26, 2026, disclosing its equity portfolio as of September 30, 2026. The filing lists the firm's principal office at One Energy Square, 4925 Greenville Avenue, Suite 1310, Dallas, TX 75206.
The report details 73 separate equity holdings. The largest position disclosed is in Energy Transfer L.P., where the firm holds 7,772,599 shares. Other significant holdings include Williams Cos. Inc. with 1,788,100 shares, MPLX LP with 1,330,800 shares, and Western Midstream Partners L.P. with 1,330,900 shares.
The portfolio includes a mix of traditional energy companies and infrastructure plays. Notable energy names listed include Kinder Morgan Inc. Del, Enbridge Inc., Phillips 66, and TC Energy Corp. The filing also includes a selection of clean energy and technology stocks, such as Bloom Energy Corp., CrowdStrike Hldgs Inc., DigitalOcean Hldgs Inc., and Terawulf Inc.
