Valeo Financial Advisors’s NXG NextGen Infrastructure Income Fund NXG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$808K Buy
16,069
+6,227
+63% +$313K 0.02% 344
2025
Q1
$463K Hold
9,842
0.01% 426
2024
Q4
$451K Buy
9,842
+2,801
+40% +$128K 0.01% 425
2024
Q3
$294K Buy
+7,041
New +$294K 0.01% 529