Carson Wealth (CWM LLC)
NXG

Carson Wealth (CWM LLC)’s NXG NextGen Infrastructure Income Fund NXG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$27.5K Buy
+500
New +$26.4K ﹤0.01% 4229
2023
Q1 		– Sell
-3
Closed – – 4260
2022
Q4 		$0 Hold
3
– – ﹤0.01% 4164
2022
Q3 		$0 Hold
3
– – ﹤0.01% 4109
2022
Q2 		$0 Buy
+3
New +$125 ﹤0.01% 4011

Other funds holding NXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NXG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in NXG NextGen Infrastructure Income Fund (NXG) in Q1 2026: 500 shares worth $27.5K. The stake represents ﹤0.01% of the portfolio and ranks #4229 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in NXG as recently as Q4 2022.

Carson Wealth (CWM LLC) first reported a position in NXG in Q2 2022 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold NXG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 500 shares of NXG NextGen Infrastructure Income Fund worth $27.5K as of Q1 2026.
  • NXG NextGen Infrastructure Income Fund was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • NXG NextGen Infrastructure Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4229 holding.
  • Carson Wealth (CWM LLC) first reported a position in NXG NextGen Infrastructure Income Fund in Q2 2022 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held NXG NextGen Infrastructure Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.