CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT
DALLAS TX · SEC CIK 0001329375
$22.35亿2026Q2 申报市值
73持仓数
48.3%前十大占比 · 第一大 7.4%
14 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
KGS 新建仓+$2,253.90万
VG 新建仓+$1,545.96万
WBI 加仓+$1,430.77万
SUNC 加仓+$1,394.00万
LNG 加仓+$1,386.26万
2026Q2 卖出最多 按季末市值估算
MPC 减仓-$2,377.73万
KMI 减仓-$2,183.23万
PRIM 清仓-$2,174.21万
WES 减仓-$1,824.79万
PSX 减仓-$1,808.84万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TRGP | TARGA RES CORP | $1.65亿 | 7.37% | 614,300 | -38,000 | -5.8% | -$1,018.93万 | 减仓 |
| ET | ENERGY TRANSFER L P | $1.51亿 | 6.78% | 7,923,600 | -74,000 | -0.9% | -$141.49万 | 减仓 |
| WMB | WILLIAMS COS INC | $1.39亿 | 6.21% | 1,866,100 | 166,000 | 9.8% | $1,234.04万 | 加仓 |
| DTM | DT MIDSTREAM INC | $1.07亿 | 4.79% | 730,100 | 3,000 | 0.4% | $44.02万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $9,210.47万 | 4.12% | 3,795,000 | 335,000 | 9.7% | $813.04万 | 加仓 |
| MPLX | MPLX LP | $9,095.04万 | 4.07% | 1,614,600 | -244,500 | -13.2% | -$1,377.27万 | 减仓 |
| OKE | ONEOK INC NEW | $8,571.41万 | 3.84% | 985,900 | -84,000 | -7.9% | -$730.30万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $8,469.17万 | 3.79% | 1,752,000 | -122,000 | -6.5% | -$589.75万 | 减仓 |
| TRP | TC ENERGY CORP | $8,258.41万 | 3.70% | 1,245,800 | -34,800 | -2.7% | -$230.69万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $8,073.76万 | 3.61% | 337,800 | 58,000 | 20.7% | $1,386.26万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $6,519.96万 | 2.92% | 2,039,400 | -682,900 | -25.1% | -$2,183.23万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $5,754.78万 | 2.58% | 1,565,500 | -180,000 | -10.3% | -$661.68万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $5,513.32万 | 2.47% | 1,259,900 | -417,000 | -24.9% | -$1,824.79万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $5,356.21万 | 2.40% | 1,158,100 | -199,000 | -14.7% | -$920.38万 | 减仓 |
| ENB | ENBRIDGE INC | $5,185.19万 | 2.32% | 956,500 | -45,000 | -4.5% | -$243.94万 | 减仓 |
| BE | BLOOM ENERGY CORP | $4,143.96万 | 1.85% | 136,900 | 1,900 | 1.4% | $57.51万 | 加仓 |
| AGX | ARGAN INC | $3,633.40万 | 1.63% | 45,500 | 7,500 | 19.7% | $598.91万 | 加仓 |
| MTZ | MASTEC INC | $3,444.98万 | 1.54% | 82,800 | 11,900 | 16.8% | $495.11万 | 加仓 |
| GEV | GE VERNOVA INC | $3,371.85万 | 1.51% | 28,700 | 4,700 | 19.6% | $552.18万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $3,363.23万 | 1.50% | 418,000 | 30,000 | 7.7% | $241.38万 | 加仓 |
| PWR | QUANTA SVCS INC | $3,153.78万 | 1.41% | 43,800 | 5,800 | 15.3% | $417.62万 | 加仓 |
| VST | VISTRA CORP | $3,140.87万 | 1.41% | 198,000 | 14,400 | 7.8% | $228.43万 | 加仓 |
| NRG | NRG ENERGY INC | $3,106.70万 | 1.39% | 212,700 | 42,200 | 24.8% | $616.37万 | 加仓 |
| SOBO | SOUTH BOW CORP | $3,014.78万 | 1.35% | 855,500 | -10,000 | -1.2% | -$35.24万 | 减仓 |
| TLN | TALEN ENERGY CORP | $2,951.12万 | 1.32% | 76,800 | -12,500 | -14.0% | -$480.32万 | 减仓 |
| SUNC | SUNOCOCORP LLC | $2,747.40万 | 1.23% | 406,000 | 206,000 | 103.0% | $1,394.00万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,657.56万 | 1.19% | 107,000 | 24,300 | 29.4% | $603.54万 | 加仓 |
| DY | DYCOM INDS INC | $2,629.07万 | 1.18% | 52,000 | 16,000 | 44.4% | $808.94万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,557.65万 | 1.14% | 75,000 | 3,000 | 4.2% | $102.31万 | 加仓 |
| EE | EXCELERATE ENERGY INC | $2,469.35万 | 1.10% | 650,000 | 325,000 | 100.0% | $1,234.67万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $2,253.90万 | 1.01% | 300,000 | 300,000 | — | $2,253.90万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,213.11万 | 0.99% | 29,000 | -1,000 | -3.3% | -$76.31万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $2,204.70万 | 0.99% | 140,400 | 8,200 | 6.2% | $128.76万 | 加仓 |
| NXT | NEXTPOWER INC | $2,156.43万 | 0.96% | 181,000 | 38,000 | 26.6% | $452.73万 | 加仓 |
| EQT | EQT CORP | $2,144.12万 | 0.96% | 403,258 | 0 | 0.0% | — | 不变 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $2,124.74万 | 0.95% | 620,000 | 417,500 | 206.2% | $1,430.77万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $2,037.96万 | 0.91% | 1,020,000 | 600,000 | 142.9% | $1,198.80万 | 加仓 |
| MWH | SOLV ENERGY INC | $1,770.60万 | 0.79% | 520,000 | 320,000 | 160.0% | $1,089.60万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,724.88万 | 0.77% | 20,550 | 9,000 | 77.9% | $755.42万 | 加仓 |
| VG | VENTURE GLOBAL INC | $1,545.96万 | 0.69% | 1,389,000 | 1,389,000 | — | $1,545.96万 | 新建仓 |
| NET | CLOUDFLARE INC | $1,471.68万 | 0.66% | 60,000 | 10,000 | 20.0% | $245.28万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $1,294.46万 | 0.58% | 236,000 | 236,000 | — | $1,294.46万 | 新建仓 |
| MPC | MARATHON PETE CORP | $1,273.24万 | 0.57% | 49,800 | -93,000 | -65.1% | -$2,377.73万 | 减仓 |
| PSX | PHILLIPS 66 | $1,235.76万 | 0.55% | 73,100 | -107,000 | -59.4% | -$1,808.84万 | 减仓 |
| ETR | ENTERGY CORP NEW | $1,148.60万 | 0.51% | 100,000 | 37,000 | 58.7% | $424.98万 | 加仓 |
| ENTG | ENTEGRIS INC | $1,061.17万 | 0.47% | 59,000 | 59,000 | — | $1,061.17万 | 新建仓 |
| EROK | EAGLEROCK LD LLC | $998.75万 | 0.45% | 470,000 | 470,000 | — | $998.75万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $865.30万 | 0.39% | 34,000 | 5,000 | 17.2% | $127.25万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $864.41万 | 0.39% | 31,300 | 31,300 | — | $864.41万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $844.03万 | 0.38% | 47,000 | 13,000 | 38.2% | $233.45万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $820.86万 | 0.37% | 60,000 | 35,000 | 140.0% | $478.83万 | 加仓 |
| D | DOMINION ENERGY INC | $798.99万 | 0.36% | 117,000 | 117,000 | — | $798.99万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $782.36万 | 0.35% | 67,000 | 32,000 | 91.4% | $373.66万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $772.14万 | 0.35% | 61,000 | 26,000 | 74.3% | $329.11万 | 加仓 |
| SO | SOUTHERN CO | $765.68万 | 0.34% | 80,000 | 35,000 | 77.8% | $334.99万 | 加仓 |
| IREN | IREN LIMITED | $717.96万 | 0.32% | 157,000 | 0 | 0.0% | — | 不变 |
| ARKO | ARKO CORP | $682.55万 | 0.31% | 850,000 | 850,000 | — | $682.55万 | 新建仓 |
| TXO | TXO PARTNERS LP | $663.75万 | 0.30% | 531,000 | -50,000 | -8.6% | -$62.50万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $571.02万 | 0.26% | 251,000 | 50,000 | 24.9% | $113.75万 | 加仓 |
| APC | ARKO PETE CORP | $565.50万 | 0.25% | 300,000 | -412,451 | -57.9% | -$777.47万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $526.75万 | 0.24% | 215,000 | 45,000 | 26.5% | $110.25万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $421.30万 | 0.19% | 48,000 | -47,000 | -49.5% | -$412.52万 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $359.70万 | 0.16% | 150,000 | -41,000 | -21.5% | -$98.32万 | 减仓 |
| ECL | ECOLAB INC | $278.61万 | 0.12% | 10,000 | 10,000 | — | $278.61万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $234.40万 | 0.10% | 105,300 | 50,000 | 90.4% | $111.30万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $204.54万 | 0.09% | 35,000 | 35,000 | — | $204.54万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $196.96万 | 0.09% | 40,000 | 40,000 | — | $196.96万 | 新建仓 |
| NGL | NGL ENERGY PARTNERS LP | $175.23万 | 0.08% | 110,000 | -40,000 | -26.7% | -$63.72万 | 减仓 |
| CLSK | CLEANSPARK INC | $46.56万 | 0.02% | 32,000 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $17.91万 | 0.01% | 7,000 | 7,000 | — | $17.91万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $15.12万 | 0.01% | 20,000 | 20,000 | — | $15.12万 | 新建仓 |
| CRWV | COREWEAVE INC | $14.93万 | 0.01% | 1,500 | 1,500 | — | $14.93万 | 新建仓 |
| GEL | GENESIS ENERGY L P | $9.92万 | 0.00% | 7,000 | -144,000 | -95.4% | -$204.05万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -152,000 | -100.0% | -$2,174.21万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -205,000 | -100.0% | -$963.29万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$612.60万 | 清仓 |
| AMLP | ALPS ETF TR 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$526.40万 | 清仓 |
| CVE | CENOVUS ENERGY INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$79.59万 | 清仓 |
| GLNG | GOLAR LNG LTD | $0 | 0.00% | 0 | -7,000 | -100.0% | -$37.88万 | 清仓 |
| — | NEW FORTRESS ENERGY INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$5.90万 | 清仓 |