CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT
DALLAS TX · SEC CIK 0001329375
$20.20亿2026Q1 申报市值
66持仓数
53.9%前十大占比 · 第一大 8.1%
12 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ENB 加仓+$2,165.60万
SEI 加仓+$1,847.88万
MPC 加仓+$1,472.41万
APC 新建仓+$1,274.57万
SUNC 新建仓+$1,233.00万
2026Q1 卖出最多 按季末市值估算
HESM 清仓-$4,682.34万
SOBO 减仓-$2,082.50万
GEV 减仓-$2,081.87万
OKE 减仓-$2,061.04万
FSLR 清仓-$1,776.36万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| HESM | HESS MIDSTREAM LP | $0 | 0.00% | 0 | -1,357,200 | -100.0% | -$4,682.34万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -68,000 | -100.0% | -$1,776.36万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$483.62万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -23,000 | -100.0% | -$448.29万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -49,000 | -100.0% | -$393.47万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -7,000 | -100.0% | -$312.24万 | 清仓 |
| — | NEW FORTRESS ENERGY INC | $5.90万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $27.23万 | 0.01% | 32,000 | 12,000 | 60.0% | $10.21万 | 加仓 |
| GLNG | GOLAR LNG LTD | $37.88万 | 0.02% | 7,000 | 7,000 | — | $37.88万 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $79.59万 | 0.04% | 30,000 | -430,000 | -93.5% | -$1,140.79万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $123.48万 | 0.06% | 55,300 | -100,000 | -64.4% | -$223.30万 | 减仓 |
| NGL | NGL ENERGY PARTNERS LP | $184.95万 | 0.09% | 150,000 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $218.79万 | 0.11% | 170,000 | 170,000 | — | $218.79万 | 新建仓 |
| GEL | GENESIS ENERGY L P | $269.23万 | 0.13% | 151,000 | -34,700 | -18.7% | -$61.87万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $327.70万 | 0.16% | 25,000 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $405.19万 | 0.20% | 35,000 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $434.34万 | 0.22% | 45,000 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $437.38万 | 0.22% | 29,000 | 6,000 | 26.1% | $90.49万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $458.28万 | 0.23% | 201,000 | -115,000 | -36.4% | -$262.20万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $458.29万 | 0.23% | 35,000 | 35,000 | — | $458.29万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $470.40万 | 0.23% | 11,550 | 11,550 | — | $470.40万 | 新建仓 |
| AMLP | ALPS ETF TR 看跌期权 | $526.40万 | 0.26% | 100,000 | 100,000 | — | $526.40万 | 新建仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $528.12万 | 0.26% | 191,000 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $538.20万 | 0.27% | 157,000 | 4,000 | 2.6% | $13.71万 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $542.50万 | 0.27% | 202,500 | 202,500 | — | $542.50万 | 新建仓 |
| MWH | SOLV ENERGY INC | $600.60万 | 0.30% | 200,000 | 200,000 | — | $600.60万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR 看跌期权 | $612.60万 | 0.30% | 100,000 | 100,000 | — | $612.60万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $612.71万 | 0.30% | 34,000 | 0 | 0.0% | — | 不变 |
| WTTR | SELECT WATER SOLUTIONS INC | $642.60万 | 0.32% | 420,000 | 420,000 | — | $642.60万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $707.87万 | 0.35% | 63,000 | 0 | 0.0% | — | 不变 |
| TXO | TXO PARTNERS LP | $730.90万 | 0.36% | 581,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $882.36万 | 0.44% | 95,000 | 45,000 | 90.0% | $417.96万 | 加仓 |
| VNOM | VIPER ENERGY INC | $963.29万 | 0.48% | 205,000 | -74,000 | -26.5% | -$347.73万 | 减仓 |
| NET | CLOUDFLARE INC | $1,031.70万 | 0.51% | 50,000 | 20,000 | 66.7% | $412.68万 | 加仓 |
| EE | EXCELERATE ENERGY INC | $1,086.15万 | 0.54% | 325,000 | 325,000 | — | $1,086.15万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $1,134.01万 | 0.56% | 132,200 | 16,200 | 14.0% | $138.96万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,154.30万 | 0.57% | 72,000 | 25,000 | 53.2% | $400.80万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,171.23万 | 0.58% | 30,000 | 5,000 | 20.0% | $195.21万 | 加仓 |
| DY | DYCOM INDS INC | $1,219.75万 | 0.60% | 36,000 | 21,000 | 140.0% | $711.52万 | 加仓 |
| SUNC | SUNOCOCORP LLC | $1,233.00万 | 0.61% | 200,000 | 200,000 | — | $1,233.00万 | 新建仓 |
| APC | ARKO PETE CORP | $1,274.57万 | 0.63% | 712,451 | 712,451 | — | $1,274.57万 | 新建仓 |
| NXT | NEXTPOWER INC | $1,723.87万 | 0.85% | 143,000 | -20,000 | -12.3% | -$241.10万 | 减仓 |
| BE | BLOOM ENERGY CORP | $1,829.12万 | 0.91% | 135,000 | 20,000 | 17.4% | $270.98万 | 加仓 |
| AGX | ARGAN INC | $2,069.67万 | 1.02% | 38,000 | 3,000 | 8.6% | $163.40万 | 加仓 |
| PWR | QUANTA SVCS INC | $2,086.28万 | 1.03% | 38,000 | -1,000 | -2.6% | -$54.90万 | 减仓 |
| GEV | GE VERNOVA INC | $2,094.96万 | 1.04% | 24,000 | -23,850 | -49.8% | -$2,081.87万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $2,174.21万 | 1.08% | 152,000 | 25,000 | 19.7% | $357.60万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $2,192.59万 | 1.09% | 388,000 | 327,000 | 536.1% | $1,847.88万 | 加仓 |
| MTZ | MASTEC INC | $2,281.14万 | 1.13% | 70,900 | 400 | 0.6% | $12.87万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,309.40万 | 1.14% | 82,700 | -34,000 | -29.1% | -$949.45万 | 减仓 |
| NRG | NRG ENERGY INC | $2,491.69万 | 1.23% | 170,500 | 8,500 | 5.2% | $124.22万 | 加仓 |
| EQT | EQT CORP | $2,566.33万 | 1.27% | 403,258 | 59,000 | 17.1% | $375.48万 | 加仓 |
| VST | VISTRA CORP | $2,760.06万 | 1.37% | 183,600 | -25,100 | -12.0% | -$377.33万 | 减仓 |
| TLN | TALEN ENERGY CORP | $2,850.72万 | 1.41% | 89,300 | -27,900 | -23.8% | -$890.65万 | 减仓 |
| SOBO | SOUTH BOW CORP | $2,883.85万 | 1.43% | 865,500 | -625,000 | -41.9% | -$2,082.50万 | 减仓 |
| PSX | PHILLIPS 66 | $3,281.06万 | 1.62% | 180,100 | -10,800 | -5.7% | -$196.75万 | 减仓 |
| MPC | MARATHON PETE CORP | $3,486.89万 | 1.73% | 142,800 | 60,300 | 73.1% | $1,472.41万 | 加仓 |
| ENB | ENBRIDGE INC | $5,422.12万 | 2.68% | 1,001,500 | 400,000 | 66.5% | $2,165.60万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $6,074.38万 | 3.01% | 1,357,100 | 10,000 | 0.7% | $44.76万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $6,604.97万 | 3.27% | 1,745,500 | -47,000 | -2.6% | -$177.85万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $6,903.80万 | 3.42% | 1,676,900 | 136,000 | 8.8% | $559.91万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $7,939.60万 | 3.93% | 279,800 | -45,000 | -13.9% | -$1,276.92万 | 减仓 |
| TRP | TC ENERGY CORP | $8,016.56万 | 3.97% | 1,280,600 | -14,900 | -1.2% | -$93.27万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $8,400.88万 | 4.16% | 3,460,000 | -265,000 | -7.1% | -$643.42万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $9,072.03万 | 4.49% | 1,874,000 | 30,600 | 1.7% | $148.13万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $9,127.87万 | 4.52% | 2,722,300 | -142,700 | -5.0% | -$478.47万 | 减仓 |
| OKE | ONEOK INC NEW | $9,670.83万 | 4.79% | 1,069,900 | -228,016 | -17.6% | -$2,061.04万 | 减仓 |
| DTM | DT MIDSTREAM INC | $9,791.86万 | 4.85% | 727,100 | -22,200 | -3.0% | -$298.97万 | 减仓 |
| MPLX | MPLX LP | $1.06亿 | 5.25% | 1,859,100 | -24,700 | -1.3% | -$140.96万 | 减仓 |
| WMB | WILLIAMS COS INC | $1.24亿 | 6.13% | 1,700,100 | 105,000 | 6.6% | $764.19万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1.54亿 | 7.64% | 7,997,600 | 6,000 | 0.1% | $11.58万 | 加仓 |
| TRGP | TARGA RES CORP | $1.64亿 | 8.10% | 652,300 | -29,000 | -4.3% | -$727.12万 | 减仓 |