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NXG

NXG NextGen Infrastructure Income Fund
NXG

38 hedge funds and large institutions have $52.1M invested in NXG NextGen Infrastructure Income Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

9% more funds holding

Funds holding: 35 → 38 (+3)

9.65% less ownership

Funds ownership: 37.69% → 28.05% (-9.6%)

23% less capital invested

Capital invested by funds: $67.6M → $52.1M (-$15.5M)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$361K
2
AFG
Atomi Financial Group
New York
+$326K
3
PI
PFG Investments
New York
+$310K
4
IWC
Integrated Wealth Concepts
Massachusetts
+$303K
5
Invesco
Invesco
Georgia
+$264K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$13.2M
2
CA
Cornerstone Advisors
North Carolina
-$3.92M
3
AFP
Ausdal Financial Partners
Iowa
-$1.35M
4
LCM
Landscape Capital Management
New Jersey
-$995K
5
Stifel Financial
Stifel Financial
Missouri
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$276K +$2.03K +41 +0.8%
NA
27
NewEdge Advisors
Louisiana
$258K +$253K +5,117 New
DI
28
Decision Investments
California
$201K +$198K +3,990 New
US Bancorp
29
US Bancorp
Minnesota
$70.7K – – –
KAS
30
Kestra Advisory Services
Texas
$49.5K +$48.5K +980 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$44.2K – – –
FHA
32
Flagship Harbor Advisors
Massachusetts
$39K +$38.2K +772 New
FC
33
Financial Consulate
Maryland
$12.6K +$12.4K +250 New
PWAM
34
Private Wealth Asset Management
Iowa
$8.84K – – –
AAP
35
Arax Advisory Partners
Colorado
$8.03K – – –
AF
36
Allworth Financial
California
$5.05K – – –
MCM
37
MAI Capital Management
Ohio
$1.98K – – –
HWP
38
Highline Wealth Partners
California
$1.51K – – –
Wells Fargo
39
Wells Fargo
California
$15 -$45.2K -913 Closed
CA
40
Cornerstone Advisors
North Carolina
– -$3.92M -80,384 Closed
AFP
41
Ausdal Financial Partners
Iowa
– -$1.35M -27,714 Closed
WAM
42
Wolverine Asset Management
Illinois
– -$240K -4,932 Closed
KFP
43
Keener Financial Planning
Texas
– -$146K -3,004 Closed
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
– -$6.09K -125 Closed
1
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NXG Hedge Fund Activity: Q4 2025 in Review

38 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q4 2025, worth a combined $52.1M — down 23% from $67.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NXG positions and 6 closed out — a net gain of 3 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $361K. The largest seller was Sit Investment Associates, cutting an estimated $13.2M.

  • 38 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q4 2025, up from 35 in Q3 2025.
  • Funds reported $52.1M of NXG NextGen Infrastructure Income Fund stock for Q4 2025, down 23% quarter-over-quarter.
  • 9 funds opened new NXG NextGen Infrastructure Income Fund positions in Q4 2025 and 6 closed out, a net change of +3 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q4 2025 was Raymond James Financial, an estimated $361K added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q4 2025 was Sit Investment Associates, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2025.