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CUSHING ASSET MANAGEMENT, LP DBA NXG INVESTMENT MANAGEMENT (Data extracted from 13F, 13D, 13G and Form 4)

CUSHING ASSET MANAGEMENT, LP DBA NXG INVESTMENT MANAGEMENT

AUM: $1.11 B

13-F Portfolio Value: $2.02 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 53.9%

Stock	Company	Change in Shares	% Change	Source
FSLR	FIRST SOLAR INC	-68,000	Exited	13F
HESM	HESS MIDSTREAM LP	-1,357,200	Exited	13F
MSFT	MICROSOFT CORP	-10,000	Exited	13F
ORCL	ORACLE CORP	-23,000	Exited	13F
PEG	PUBLIC SVC ENTERPRISE GRP IN	-49,000	Exited	13F
CYBR	CYBERARK SOFTWARE LTD	-7,000	Exited	13F