DOSSIER · 13F Holders · Q2 2026
NXG

NXG NEXTGEN INFRASTR INCM FD

59 institutions still hold NXG NEXTGEN INFRASTR INCM FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 231647207·59 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$57M
visible holders
Holders
59
filers reporting
Concentration
21.07%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

59 institutions reported NXG in Q2 2026. MORGAN STANLEY leads at 21.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$12M185K0.00%Q2 2026
02
FIFTH THIRD BANCORP
CIK 0000035527
$6M92K0.01%Q2 2026
03
COMERICA BANK
CIK 0000901541
$4M89K0.02%Q4 2025
04
Janney Montgomery Scott LLC
CIK 0001329948
$4M70K0.01%Q1 2026
05
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$4M59K0.02%Q2 2026
06
Thomas J. Herzfeld Advisors, Inc.
CIK 0001509510
$3M53K1.06%Q2 2026
07
CoreCap Advisors, LLC
CIK 0001902501
$3M61K0.10%Q3 2026
08
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M45K0.00%Q2 2026
09
J.W. COLE ADVISORS, INC.
CIK 0001404763
$2M33K0.04%Q2 2026
10
STIFEL FINANCIAL CORP
CIK 0000720672
$2M33K0.00%Q2 2026
11
Baird Financial Group, Inc.
CIK 0001648711
$2M30K0.00%Q2 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M28K0.00%Q2 2026
13
XTX Topco Ltd
CIK 0001828301
$2M24K0.02%Q2 2026
14
LPL Financial LLC
CIK 0001403438
$1M23K0.00%Q2 2026
15
UBS Group AG
CIK 0001610520
$1M20K0.00%Q2 2026
16
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$1M20K0.02%Q1 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$1M16K0.00%Q2 2026
18
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$851K13K0.00%Q2 2026
19
Integrated Wealth Concepts LLC
CIK 0001737109
$843K13K0.01%Q2 2026
20
Ausdal Financial Partners, Inc.
CIK 0001667146
$819K13K0.03%Q2 2026
Page 1 of 3
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Insiders at NXG NEXTGEN INFRASTR INCM FD
Swank Jerry V →Nelson Blake →Sunderland Todd →Alban John →Mullins Andrea →Musgrave John M. →