Institutional Ownership
Nxg Nextgen Infrastr Incm Fd
CUSIP 231647207COMNXGQ1 2026
13D / 13G Filings
10
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
11.2%
Max % of class reported
Institutional Holders
49
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
10 filings · latest Jan 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 6, 2026 | Sit Investment Associates, Inc. | 13G/A | 11.0% | 293.1K | SEC |
| 2 | Sep 3, 2025 | Sit Investment Associates, Inc. | 13G | 11.2% | 633.7K | SEC |
| 3 | Jan 3, 2025 | Sit Investment Associates, Inc. | 13G/A | 2.5% | 86.5K | SEC |
| 4 | Oct 3, 2024 | Sit Investment Associates Inc | 13G | 6.3% | 219.2K | SEC |
| 5 | Jan 31, 2024 | First Trust Portfolios LP | 13G/A | 1.9% | 49.0K | SEC |
| 6 | Jan 26, 2024 | Raymond James & Associates | 13G/A | 0.7% | 19.4K | SEC |
| 7 | Feb 9, 2023 | Raymond James & Associates | 13G | 5.4% | 140.3K | SEC |
| 8 | Jan 20, 2023 | First Trust Portfolios LP | 13G/A | 7.5% | 194.9K | SEC |
| 9 | Jan 26, 2022 | First Trust Portfolios LP | 13G | 8.3% | 214.7K | SEC |
| 10 | Feb 5, 2021 | First Trust Portfolios LP | 13G/A | 1.1% | 29.5K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 178.3K | $9.79M |
| 2 | Quarry LP | 112.5K | $6.18M |
| 3 | Boothbay Fund Management, LLC | 112.4K | $6.18M |
| 4 | Alpine Global Management, LLC | 110.7K | $6.08M |
| 5 | Cable Car Capital, LP | 105.0K | $5.77M |
| 6 | Fifth Third Bancorp | 92.2K | $5.07M |
| 7 | Guggenheim Capital LLC | 58.4K | $3.21M |
| 8 | Corecap Advisors, LLC | 52.8K | $2.90M |
| 9 | Raymond James Financial Inc | 41.8K | $2.30M |
| 10 | Stifel Financial Corp | 32.0K | $1.76M |