NXG NextGen Infrastructure Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 293.06 K | $14.80 M | -47.65% | 7.02% |
| MORGAN STANLEY | 02/13/2026 | 168.57 K | $8.51 M | 0.75% | 2.98% |
| COMERICA BANK | 01/29/2026 | 88.76 K | $4.48 M | -0.02% | 2.12% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 68.90 K | $3.48 M | 8.04% | 1.65% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 45.93 K | $2.32 M | 2.99% | 1.10% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 57.76 K | $2.92 M | 4.90% | 1.02% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 36.25 K | $1.83 M | 25.18% | 0.87% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 33.59 K | $1.70 M | -9.34% | 0.80% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 29.44 K | $1.49 M | -18.95% | 0.70% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 30.44 K | $1.54 M | -0.02% | 0.54% |
| LPL FINANCIAL LLC | 02/11/2026 | 19.70 K | $994.88 K | 4.01% | 0.47% |
| ROYAL BANK OF CANADA | 02/17/2026 | 17.17 K | $867.00 K | 8.93% | 0.30% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 14.74 K | $744.42 K | -57.66% | 0.26% |
| INVESCO LTD. | 02/19/2026 | 13.55 K | $684.12 K | 65.05% | 0.24% |
| UBS GROUP AG | 01/29/2026 | 13.31 K | $672.00 K | 6.21% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 12.93 K | $652.86 K | -0.58% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 12.04 K | $608.48 K | -15.69% | 0.21% |
| VALEO FINANCIAL ADVISORS, LLC | 02/04/2026 | 8.55 K | $431.98 K | 0.00% | 0.20% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 8.19 K | $413.59 K | 2.04% | 0.20% |
| STRATOS WEALTH ADVISORS, LLC | 01/20/2026 | 7.50 K | $378.70 K | 2.74% | 0.18% |
| OPPENHEIMER & CO INC | 02/02/2026 | 6.96 K | $351.28 K | -13.93% | 0.17% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 6.26 K | $316.24 K | 100.00% | 0.15% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 5.46 K | $275.64 K | 0.76% | 0.13% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 6.58 K | $332.40 K | 100.00% | 0.12% |
| 05/05/2026 | 6.30 K | $318.15 K | 100.00% | 0.11% | |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 6.12 K | $309.08 K | 100.00% | 0.11% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 5.12 K | $258.39 K | 100.00% | 0.09% |
| 02/17/2026 | 3.99 K | $201.50 K | 100.00% | 0.07% | |
| US BANCORP \DE\ | 01/30/2026 | 1.40 K | $70.70 K | 0.00% | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 875 | $44.19 K | 0.00% | 0.02% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 772 | $38.99 K | 100.00% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 980 | $49.51 K | 100.00% | 0.02% |
| FINANCIAL CONSULATE, INC | 01/22/2026 | 250 | $12.63 K | 100.00% | 0.01% |
| PRIVATE WEALTH ASSET MANAGEMENT, LLC | 02/10/2026 | 175 | $8.84 K | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 159 | $8.03 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 100 | $5.05 K | 0.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 39 | $1.98 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 30 | $1.52 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 0 | $0 | -100.00% | 0.00% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 0 | $0 | -100.00% | 0.00% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| KEENER FINANCIAL PLANNING LLC | 01/23/2026 | 0 | $0 | -100.00% | 0.00% |
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NXG NextGen Infrastructure Income Fund institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of NXG NextGen Infrastructure Income Fund. The most heavily invested institutionals were:
FIFTH THIRD BANCORP: 92,223
Janney Montgomery Scott LLC: 70,070
CoreCap Advisors, LLC: 52,840
UBS Group AG: 14,207
COMMONWEALTH EQUITY SERVICES, LLC: 13,004
Private Advisor Group, LLC: 8,228
18.12% of NXG NextGen Infrastructure Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.14 M shares in the last 24 months. This purchase volume represents approximately $57.97 M in transactions.