CIBC Private Wealth Group
NXG

CIBC Private Wealth Group’s NXG NextGen Infrastructure Income Fund NXG Stock Holding History

CIBC Private Wealth Group’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
2024
Q4 		– Sell
-500
Closed -$20.9K – 3122
2024
Q3 		$20.9K Hold
500
– – ﹤0.01% 2140
2024
Q2 		$20.1K Buy
+500
New +$20.3K ﹤0.01% 2026

Other funds holding NXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group's NXG Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of NXG NextGen Infrastructure Income Fund (NXG) in Q4 2024, closing a stake of 500 shares — an estimated $20.9K sold.

CIBC Private Wealth Group first reported a position in NXG in Q2 2024 and held it in 2 quarters. The position peaked at $20.9K in Q3 2024. 26 funds tracked by Wall St. Rank hold NXG as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining NXG NextGen Infrastructure Income Fund position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 500 NXG NextGen Infrastructure Income Fund shares in Q4 2024, an estimated $20.9K.
  • CIBC Private Wealth Group first reported a position in NXG NextGen Infrastructure Income Fund in Q2 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's NXG NextGen Infrastructure Income Fund position peaked at $20.9K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held NXG NextGen Infrastructure Income Fund as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.