Cambridge Investment Research Advisors’s NXG NextGen Infrastructure Income Fund NXG Stock Holding History

Cambridge Investment Research Advisors’s Portfolio NXG Stock Details NXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2M	Buy	+18,507	New	+$1.06M	﹤0.01%	2136
2024 Q2	–	Sell	-11,159	Closed	-$434K	–	3399
2024 Q1	$434K	Sell	11,159 -654	-6%	-$23.5K	﹤0.01%	2389
2023 Q4	$420K	Sell	11,813 -244	-2%	-$8.03K	﹤0.01%	2335
2023 Q3	$452K	Sell	12,057 -288	-2%	-$11K	﹤0.01%	2165
2023 Q2	$475K	Sell	12,345 -1,266	-9%	-$46.7K	﹤0.01%	2173
2023 Q1	$499K	Hold	13,611	–	–	﹤0.01%	2073
2022 Q4	$521K	Buy	13,611 +400	+3%	+$16K	﹤0.01%	1980
2022 Q3	$485K	Hold	13,211	–	–	﹤0.01%	1955
2022 Q2	$490K	Buy	13,211 +117	+0.9%	+$4.86K	﹤0.01%	1981
2022 Q1	$585K	Buy	+13,094	New	+$568K	﹤0.01%	1977

Other funds holding NXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors's NXG Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in NXG NextGen Infrastructure Income Fund (NXG) in Q2 2026: 18,507 shares worth $1.2M. The stake represents ﹤0.01% of the portfolio and ranks #2136 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in NXG as recently as Q1 2024.

Cambridge Investment Research Advisors first reported a position in NXG in Q1 2022 and has held it in 10 quarters since. 54 funds tracked by Wall St. Rank hold NXG as of Q2 2026.

Cambridge Investment Research Advisors held 18,507 shares of NXG NextGen Infrastructure Income Fund worth $1.2M as of Q2 2026.
NXG NextGen Infrastructure Income Fund was a new Cambridge Investment Research Advisors position in Q2 2026.
NXG NextGen Infrastructure Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2136 holding.
Cambridge Investment Research Advisors first reported a position in NXG NextGen Infrastructure Income Fund in Q1 2022 and has held it in 10 quarters since.
54 funds tracked by Wall St. Rank held NXG NextGen Infrastructure Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.