KFP
NXG

Keener Financial Planning’s NXG NextGen Infrastructure Income Fund NXG Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-3,004
Closed -$146K – 146
2025
Q3 		$146K Buy
+3,004
New +$145K 0.07% 59

Other funds holding NXG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
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
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Keener Financial Planning's NXG Position: Q4 2025 in Review

Keener Financial Planning sold out of NXG NextGen Infrastructure Income Fund (NXG) in Q4 2025, closing a stake of 3,004 shares — an estimated $146K sold.

Keener Financial Planning first reported a position in NXG in Q3 2025 and held it in 1 quarter. The position peaked at $146K in Q3 2025. 38 funds tracked by Wall St. Rank hold NXG as of Q4 2025.

  • Keener Financial Planning reported no remaining NXG NextGen Infrastructure Income Fund position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 3,004 NXG NextGen Infrastructure Income Fund shares in Q4 2025, an estimated $146K.
  • Keener Financial Planning first reported a position in NXG NextGen Infrastructure Income Fund in Q3 2025 and held it in 1 quarter.
  • Keener Financial Planning's NXG NextGen Infrastructure Income Fund position peaked at $146K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held NXG NextGen Infrastructure Income Fund as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.