Who owns NXG
Which tracked institutional funds hold NXG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NXG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
14 tracked funds added or opened NXG while 6 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NXG’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes NXG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NXG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 49 tracked filers holding NXG, 34 increased or opened the position and 13 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NXG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Quarry LP$6M
- BOOTHBAY FUND MANAGEMENT, LLC$6M
- Alpine Global Management, LLC$6M
- Cable Car Capital, LP$6M
- FIFTH THIRD BANCORP$5M
- Ausdal Financial Partners, Inc.$691K
Full exits 3
- COMERICA BANK$4M
- J.W. COLE ADVISORS, INC.$2M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$744K
Largest adds
- MORGAN STANLEY$1M
- OSAIC HOLDINGS, INC.$789K
- CoreCap Advisors, LLC$583K
- RAYMOND JAMES FINANCIAL INC$466K
- Janney Montgomery Scott LLC$369K
- GUGGENHEIM CAPITAL LLC$290K
Largest trims
- SIT INVESTMENT ASSOCIATES INC$14M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- NewEdge Advisors, LLC$253K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 178,250 | $10M | 12.2% | 2026-Q1 |
| Quarry LP added | 112,495 | $6M | 7.7% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 112,435 | $6M | 7.7% | 2026-Q1 |
| Alpine Global Management, LLC added | 110,666 | $6M | 7.6% | 2026-Q1 |
| Cable Car Capital, LP added | 105,000 | $6M | 7.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 92,223 | $5M | 6.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 70,070 | $4M | 4.8% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 58,380 | $3M | 4.0% | 2026-Q1 |
| CoreCap Advisors, LLC added | 52,840 | $3M | 3.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 41,812 | $2M | 2.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 31,965 | $2M | 2.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 30,082 | $2M | 2.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 25,439 | $1M | 1.7% | 2026-Q1 |
| LPL Financial LLC added | 21,358 | $1M | 1.5% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC trimmed | 19,902 | $1M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 16,666 | $915K | 1.1% | 2026-Q1 |
| UBS Group AG added | 14,207 | $780K | 1.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 13,093 | $719K | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 13,004 | $714K | 0.9% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 12,582 | $691K | 0.9% | 2026-Q1 |
| Integrity Wealth Partners, LLC new | 10,536 | $579K | 0.7% | 2026-Q1 |
| Valeo Financial Advisors, LLC trimmed | 8,539 | $469K | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 8,228 | $452K | 0.6% | 2026-Q1 |
| Stratos Wealth Advisors, LLC | 7,499 | $412K | 0.5% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 6,979 | $383K | 0.5% | 2026-Q1 |
| Compound Planning, Inc. added | 6,733 | $370K | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 6,309 | $347K | 0.4% | 2026-Q1 |
| Advisory Advocates, LLC | 6,300 | $346K | 0.4% | 2026-Q1 |
| PFG Investments, LLC trimmed | 5,862 | $322K | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 5,486 | $301K | 0.4% | 2026-Q1 |
| Almitas Capital LLC trimmed | 5,000 | $275K | 0.3% | 2026-Q1 |
| Virtu Financial LLC trimmed | 4,964 | $273K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 4,680 | $257K | 0.3% | 2026-Q1 |
| Yakira Capital Management, Inc. trimmed | 4,374 | $240K | 0.3% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. new | 4,373 | $240K | 0.3% | 2026-Q1 |
| Aristides Capital LLC trimmed | 4,204 | $231K | 0.3% | 2026-Q1 |
| DECISION INVESTMENTS, INC | 3,990 | $219K | 0.3% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. new | 3,930 | $216K | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,357 | $184K | 0.2% | 2026-Q1 |
| US BANCORP \DE\ | 1,400 | $77K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 875 | $48K | 0.1% | 2026-Q1 |
| CWM, LLC added | 500 | $27K | 0.0% | 2026-Q1 |
| FINANCIAL CONSULATE, INC | 250 | $14K | 0.0% | 2026-Q1 |
| Private Wealth Asset Management, LLC | 175 | $10K | 0.0% | 2026-Q1 |
| Arax Advisory Partners | 159 | $9K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 100 | $5K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 5,147 | $5K | 0.0% | 2026-Q1 |
| Osbon Capital Management LLC new | 60 | $3K | 0.0% | 2026-Q1 |
| MAI Capital Management added | 40 | $2K | 0.0% | 2026-Q1 |
| COMERICA BANK trimmed | 88,760 | $4M | 5.6% | 2025-Q4 stale |
| Cornerstone Advisors, LLC added | 80,384 | $4M | 4.9% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. trimmed | 33,594 | $2M | 2.1% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 14,741 | $744K | 0.9% | 2025-Q4 stale |
| WOLVERINE ASSET MANAGEMENT LLC added | 4,932 | $240K | 0.3% | 2025-Q3 stale |
| Keener Financial Planning LLC new | 3,004 | $146K | 0.2% | 2025-Q3 stale |
| Elequin Capital, LP added | 1,517 | $76K | 0.1% | 2025-Q2 stale |
| Kestra Advisory Services, LLC new | 980 | $50K | 0.1% | 2025-Q4 stale |
| Parkside Financial Bank & Trust new | 1,000 | $47K | 0.1% | 2025-Q1 stale |
| FLAGSHIP HARBOR ADVISORS, LLC new | 772 | $39K | 0.0% | 2025-Q4 stale |
| Park Square Financial Group, LLC trimmed | 236 | $12K | 0.0% | 2025-Q2 stale |
| Rockefeller Capital Management L.P. added | 125 | $6K | 0.0% | 2025-Q3 stale |
| Garde Capital, Inc. | 118 | $6K | 0.0% | 2025-Q2 stale |
| HIGHLINE WEALTH PARTNERS LLC | 30 | $2K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.