Pinnacle Wealth Planning Services’s NXG NextGen Infrastructure Income Fund NXG Stock Holding History

Pinnacle Wealth Planning Services’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	$216K	Buy	+3,930	New	+$208K	0.02%	450

Other funds holding NXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pinnacle Wealth Planning Services's NXG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services opened a new position in NXG NextGen Infrastructure Income Fund (NXG) in Q1 2026: 3,930 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #450 among its holdings.

49 funds tracked by Wall St. Rank hold NXG as of Q1 2026.

Pinnacle Wealth Planning Services held 3,930 shares of NXG NextGen Infrastructure Income Fund worth $216K as of Q1 2026.
NXG NextGen Infrastructure Income Fund was a new Pinnacle Wealth Planning Services position in Q1 2026.
NXG NextGen Infrastructure Income Fund made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #450 holding.
49 funds tracked by Wall St. Rank held NXG NextGen Infrastructure Income Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.