NXG NextGen Infrastructure Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 185.18 K | $11.98 M | 3.89% | 2.84% |
| JANE STREET GROUP, LLC | 08/14/2026 | 96.45 K | $6.24 M | 1,960.98% | 1.48% |
| FIFTH THIRD BANCORP | 08/05/2026 | 92.22 K | $5.97 M | 0.00% | 1.41% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 70.09 K | $4.54 M | 0.03% | 1.07% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 58.99 K | $3.82 M | 1.04% | 0.90% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 58.51 K | $3.79 M | 10.73% | 0.90% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 53.30 K | $3.45 M | 100.00% | 0.82% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 44.64 K | $2.89 M | 6.76% | 0.68% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 33.43 K | $2.16 M | 100.00% | 0.51% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 33.37 K | $2.16 M | 4.40% | 0.51% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 30.08 K | $1.95 M | -0.02% | 0.46% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 27.99 K | $1.81 M | 10.03% | 0.43% |
| XTX TOPCO LTD | 08/14/2026 | 24.10 K | $1.56 M | 100.00% | 0.37% |
| LPL FINANCIAL LLC | 08/07/2026 | 23.13 K | $1.50 M | 8.31% | 0.35% |
| UBS GROUP AG | 08/13/2026 | 20.19 K | $1.31 M | 42.11% | 0.31% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 18.51 K | $1.20 M | 100.00% | 0.28% |
| ROYAL BANK OF CANADA | 08/14/2026 | 16.30 K | $1.05 M | -2.20% | 0.25% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 13.02 K | $842.56 K | 106.37% | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 13.15 K | $851.10 K | 1.15% | 0.20% |
| AUSDAL FINANCIAL PARTNERS, INC. | 08/14/2026 | 12.66 K | $818.93 K | 0.58% | 0.19% |
| IMC-CHICAGO, LLC | 08/06/2026 | 9.70 K | $627.49 K | 100.00% | 0.15% |
| INVESCO LTD. | 08/14/2026 | 9.56 K | $618.43 K | -27.01% | 0.15% |
| STRATOS WEALTH ADVISORS, LLC | 08/11/2026 | 8.90 K | $575.85 K | 18.67% | 0.14% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 8.71 K | $563.28 K | 5.80% | 0.13% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 8.68 K | $561.68 K | 100.00% | 0.13% |
| VALEO FINANCIAL ADVISORS, LLC | 07/08/2026 | 8.54 K | $552.56 K | 0.00% | 0.13% |
| OPPENHEIMER & CO INC | 08/03/2026 | 7.00 K | $452.97 K | 0.30% | 0.11% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 6.78 K | $438.81 K | 0.71% | 0.10% |
| ADVISORY ADVOCATES, LLC | 08/10/2026 | 6.45 K | $417.38 K | 2.38% | 0.10% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 5.31 K | $343.70 K | -9.40% | 0.08% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 5.28 K | $341.70 K | -3.74% | 0.08% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 5.23 K | $338.63 K | 100.00% | 0.08% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 5.20 K | $336.35 K | 0.99% | 0.08% |
| CALTON & ASSOCIATES, INC. | 08/10/2026 | 4.86 K | $314.37 K | 11.09% | 0.07% |
| CITADEL ADVISORS LLC | 09/02/2026 | 4.59 K | $296.89 K | 100.00% | 0.07% |
| ARISTIDES CAPITAL LLC | 08/13/2026 | 4.54 K | $294.04 K | 8.09% | 0.07% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 08/07/2026 | 4.02 K | $259.81 K | 2.16% | 0.06% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 3.99 K | $258.19 K | 0.00% | 0.06% |
| FIDUCIARY ALLIANCE LLC | 07/20/2026 | 3.96 K | $256.45 K | 100.00% | 0.06% |
| CSS LLC/IL | 08/14/2026 | 3.84 K | $248.62 K | 100.00% | 0.06% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 3.45 K | $223.12 K | 100.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 3.37 K | $218.19 K | 0.45% | 0.05% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 3.35 K | $217.01 K | 100.00% | 0.05% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 3.20 K | $207.17 K | 100.00% | 0.05% |
| US BANCORP \DE\ | 08/12/2026 | 1.83 K | $118.16 K | 30.43% | 0.03% |
| COLONIAL TRUST CO / SC | 08/11/2026 | 1.43 K | $92.73 K | 100.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 875 | $56.62 K | 0.00% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 500 | $32.36 K | 100.00% | 0.01% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 263 | $17.02 K | 65.41% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 255 | $16.50 K | 100.00% | 0.00% |
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NXG NextGen Infrastructure Income Fund institutional Ownership - FAQ's
During the previous two years, 69 institutional investors and hedge funds held shares of NXG NextGen Infrastructure Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 185,184
JANE STREET GROUP, LLC: 96,454
FIFTH THIRD BANCORP: 92,223
Janney Montgomery Scott LLC: 70,092
GUGGENHEIM CAPITAL LLC: 58,985
CoreCap Advisors, LLC: 58,510
16.40% of NXG NextGen Infrastructure Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.21 M shares in the last 24 months. This purchase volume represents approximately $61.64 M in transactions.