DOSSIER · 13F Holders · Q1 2026
NXG

NXG NEXTGEN INFRASTR INCM FD

55 institutions still hold NXG NEXTGEN INFRASTR INCM FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 231647207·55 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$68M
visible holders
Holders
55
filers reporting
Concentration
14.33%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

55 institutions reported NXG in Q1 2026. MORGAN STANLEY leads at 14.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$10M178K0.00%Q1 2026
02
Quarry LP
CIK 0001965207
$6M112K1.11%Q1 2026
03
BOOTHBAY FUND MANAGEMENT, LLC
CIK 0001549230
$6M112K0.08%Q1 2026
04
Alpine Global Management, LLC
CIK 0001581655
$6M111K0.91%Q1 2026
05
Cable Car Capital, LP
CIK 0001699575
$6M105K1.99%Q1 2026
06
FIFTH THIRD BANCORP
CIK 0000035527
$5M92K0.01%Q1 2026
07
COMERICA BANK
CIK 0000901541
$4M89K0.02%Q4 2025
08
Janney Montgomery Scott LLC
CIK 0001329948
$4M70K0.01%Q1 2026
09
CoreCap Advisors, LLC
CIK 0001902501
$4M59K0.11%Q2 2026
10
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$3M58K0.02%Q1 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M42K0.00%Q1 2026
12
J.W. COLE ADVISORS, INC.
CIK 0001404763
$2M33K0.04%Q2 2026
13
STIFEL FINANCIAL CORP
CIK 0000720672
$2M32K0.00%Q1 2026
14
Baird Financial Group, Inc.
CIK 0001648711
$2M30K0.00%Q1 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M25K0.00%Q1 2026
16
LPL Financial LLC
CIK 0001403438
$1M21K0.00%Q1 2026
17
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$1M20K0.02%Q1 2026
18
ROYAL BANK OF CANADA
CIK 0001000275
$915K17K0.00%Q1 2026
19
UBS Group AG
CIK 0001610520
$780K14K0.00%Q1 2026
20
Invesco Ltd.
CIK 0000914208
$719K13K0.00%Q1 2026
Page 1 of 3
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Insiders at NXG NEXTGEN INFRASTR INCM FD
Alban JohnMullins AndreaNelson BlakeMusgrave John M.Sunderland ToddSwank Jerry V