NXG Investment Management’s Primoris Services PRIM Stock Holding History

NXG Investment Management’s Portfolio PRIM Stock Details PRIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-152,000	Closed	-$21.7M	–	78
2026 Q1	$21.7M	Buy	152,000 +25,000	+20%	+$3.66M	1.08%	26
2025 Q4	$15.8M	Buy	127,000 +41,000	+48%	+$5.35M	0.9%	27
2025 Q3	$11.8M	Buy	86,000 +17,000	+25%	+$1.83M	0.67%	30
2025 Q2	$5.38M	Buy	69,000 +20,000	+41%	+$1.36M	0.31%	44
2025 Q1	$2.81M	Hold	49,000	–	–	0.17%	45
2024 Q4	$3.74M	Buy	49,000 +10,000	+26%	+$731K	0.25%	43
2024 Q3	$2.27M	Buy	39,000 +15,000	+63%	+$800K	0.17%	48
2024 Q2	$1.2M	Buy	+24,000	New	+$1.19M	0.09%	52
2015 Q1	–	Sell	-266,373	Closed	-$6.19M	–	175
2014 Q4	$6.19M	Buy	266,373 +210,715	+379%	+$5.27M	0.16%	103
2014 Q3	$1.49M	Buy	55,658 +40,504	+267%	+$1.11M	0.03%	173
2014 Q2	$437K	Buy	15,154 +835	+6%	+$24.2K	0.01%	184
2014 Q1	$429K	Buy	+14,319	New	+$453K	0.01%	174

Other funds holding PRIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NXG Investment Management's PRIM Position: Q2 2026 in Review

NXG Investment Management sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 152,000 shares — an estimated $21.7M sold.

NXG Investment Management first reported a position in PRIM in Q1 2014 and held it in 12 quarters. The position peaked at $21.7M in Q1 2026. 450 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

NXG Investment Management reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
NXG Investment Management sold 152,000 Primoris Services shares in Q2 2026, an estimated $21.7M.
NXG Investment Management first reported a position in Primoris Services in Q1 2014 and held it in 12 quarters.
NXG Investment Management's Primoris Services position peaked at $21.7M in Q1 2026.
450 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on NXG Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.