NXG Hedge Fund Ownership (Q2 2026)

Nxg Nextgen Infrastr Incm Fd (NXG)

55 + Investors. Track Smart Money conviction in NXG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — NXG

Based on 55 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added NXG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

55 hedge funds hold NXG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +83% more funds vs a year ago

fund count last 6Q

+25 new funds entered over the past year (+83% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 72% buying

44 buying17 selling

Last quarter: 44 funds were net buyers (18 opened a brand new position + 26 added to an existing one). Only 17 were sellers (5 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 8 → 17 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 38% long-term, 44% new

■ 38% conviction (2yr+) ■ 18% medium ■ 44% new

Of the 55 current holders: 21 (38%) held >2 years, 10 held 1–2 years, and 24 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

🚀

Acceleration phase — new buyers rushing in

0 → 8 → 8 → 17 → 18 new funds/Q

New funds entering each quarter: 8 → 8 → 17 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 42% veterans vs 42% newcomers

■ 42% veterans ■ 16% 1-2yr ■ 42% new

Entry-cohort mix of 55 holders: 23 (42%) are 2+ year veterans, 9 entered 1–2 years ago, and 23 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds

13 of 55 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in NXG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.2

out of 10

Moderate Exit Risk

Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	55	49	12.24%
13F Shares	1M	1M	-14.58%
Total Value	$63M	$63M	0.33%
New Positions	18	17	+1
Increased Positions	26	18	+8
Closed Positions	12	5	+7
Reduced Positions	5	7	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

12.24%

13F Shares

-14.58%

Total Value

$63M

0.33%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q3)

55 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NXG. Verified SEC 13F-HR filings.

QUARTER:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 NXG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Integrity Wealth Partners, LLC	0.42%	9,998	$544K
2	Advisory Advocates, LLC	0.30%	6,450	$351K
3	Decision Investments, Inc	0.20%	3,990	$217K
4	CoreCap Advisors, LLC	0.10%	61,418	$3.3M
5	Advisory Solutions Group, LLC	0.07%	5,738	$312K
6	J.W. Cole Advisors, INC.	0.03%	35,023	$1.9M
7	Calton & Associates, INC.	0.03%	4,625	$252K
8	Stratos Wealth Advisors, LLC	0.03%	8,899	$484K
9	SeaCrest Wealth Management, LLC	0.02%	3,741	$203K
10	PFG Investments, LLC	0.02%	11,002	$598K
11	Pinnacle Wealth Planning Services, Inc.	0.02%	4,015	$218K
12	Fiduciary Alliance LLC	0.02%	4,126	$224K
13	Colonial Trust Co / SC	0.01%	1,433	$78K
14	Valeo Financial Advisors, LLC	0.01%	8,552	$465K
15	Compound Planning, Inc.	0.01%	6,838	$372K
16	Osbon Capital Management LLC	0.01%	226	$12K
17	Fifth Third Bancorp	0.01%	92,223	$5.0M
18	Focus Financial Network, Inc.	0.01%	4,551	$247K
19	GK Wealth Management LLC	0.01%	200	$11K
20	Oppenheimer & Co Inc	0.00%	7,140	$388K
21	Kestra Private Wealth Services, LLC	0.00%	5,014	$273K
22	EverSource Wealth Advisors, LLC	0.00%	1,516	$82K
23	Baird Financial Group, Inc.	0.00%	32,262	$1.8M
24	Osaic Holdings, INC.	0.00%	31,836	$1.7M
25	Private Advisor Group, LLC	0.00%	9,857	$536K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Nxg Nextgen Infrastr Incm Fd (NXG)

What does the Smart Money Trend signal show for NXG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added NXG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NXG?

More buyers than sellers — 72% buying: Last quarter: 44 funds were net buyers (18 opened a brand new position + 26 added to an existing one). Only 17 were sellers (5 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NXG holders?

Elite ownership — 46% AUM from top-100 funds: 13 of 55 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in NXG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NXG?

Mixed — 38% long-term, 44% new: Of the 55 current holders: 21 (38%) held >2 years, 10 held 1–2 years, and 24 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Nxg Nextgen Infrastr Incm Fd (NXG)

Smart Money Signals — NXG

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +83% more funds vs a year ago

More buyers than sellers — 72% buying

Steady new buyers — ~18 new funds per quarter

Mixed — 38% long-term, 44% new

Acceleration phase — new buyers rushing in

Veteran-anchored — 42% veterans vs 42% newcomers

Elite ownership — 46% AUM from top-100 funds

Institutional Sentiment Summary — NXG

Hedge Fund Ownership: NXG

Market Analysis: NXG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NXG

Hedge Fund Positioning: NXG

Statistics: NXG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — Nxg Nextgen Infrastr Incm Fd (NXG)

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