Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NXG NEXTGEN INFRASTR INCM FD (NXG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — NXG

Based on 37 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
37 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 — +54% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+54% 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 — 60% buying

21 buying14 selling
Last quarter: 21 funds were net buyers (8 opened a brand new position + 13 added to an existing one). Only 14 were sellers (9 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 0 → 8 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 30% medium ■ 27% new
16 out of 37 hedge funds have held NXG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

2 → 7 → 0 → 8 → 8 new funds/Q
New funds entering each quarter: 7 → 0 → 8 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 43% of holders stayed 2+ years

■ 43% veterans ■ 19% 1-2yr ■ 38% new
Of 37 current holders: 16 (43%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
7 of 37 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Institutional Sentiment Summary — NXG

In 2025 Q4, 21 hedge funds were net buyers of NXG (8 opened a new position, 13 added to an existing one), while 14 reduced or exited (9 trimmed, 5 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 29% of total institutional value in NXG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 37.

Hedge Fund Ownership: NXG

How many hedge funds hold NXG — quarterly history vs. share price
Quarterly hedge fund ownership of NXG vs. share price

Market Analysis: NXG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NXG

Financial Services Asset Management

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: NXG
2026 Q1 Stats Unlock in 7 days 37 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 37 34 8.82%
13F Shares 974K 1M -24.97%
Total Value $50M $63M -20.99%
New Positions 8 8 -
Increased Positions 13 19 -6
Closed Positions 5 3 +2
Reduced Positions 9 3 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NXG

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

37 + investors

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

Top 23 institutional holders of NXG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integrity Wealth Partners, LLC 0.52% 10,536 $579K
2 Advisory Advocates, LLC 0.32% 6,300 $318K
3 DECISION INVESTMENTS, INC 0.25% 3,990 $219K
4 CoreCap Advisors, LLC 0.10% 52,840 $2.9M
5 Ausdal Financial Partners, Inc. 0.03% 12,582 $691K
6 Stratos Wealth Advisors, LLC 0.03% 7,499 $412K
7 Pinnacle Wealth Planning Services, Inc. 0.02% 3,930 $216K
8 PFG Investments, LLC 0.02% 5,862 $322K
9 Valeo Financial Advisors, LLC 0.01% 8,539 $469K
10 Janney Montgomery Scott LLC 0.01% 70,070 $4K
11 FIFTH THIRD BANCORP 0.01% 92,223 $5.1M
12 OPPENHEIMER & CO INC 0.00% 6,979 $383K
13 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 5,486 $301K
14 Private Advisor Group, LLC 0.00% 8,228 $452K
15 FINANCIAL CONSULATE, INC 0.00% 250 $14K
16 STIFEL FINANCIAL CORP 0.00% 31,965 $1.8M
17 Private Wealth Asset Management, LLC 0.00% 175 $10K
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 13,004 $714K
19 LPL Financial LLC 0.00% 21,358 $1.2M
20 UBS Group AG 0.00% 14,207 $780K
21 WELLS FARGO & COMPANY/MN 0.00% 3,357 $184K
22 JANE STREET GROUP, LLC 0.00% 4,680 $257K
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% 875 $48K
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 — 2 quarters in a row: For 2 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 — 60% buying: Last quarter: 21 funds were net buyers (8 opened a brand new position + 13 added to an existing one). Only 14 were sellers (9 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NXG holders?

Strong quality — 29% AUM from major funds: 7 of 37 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NXG?

43% of holders stayed for 2+ years: 16 out of 37 hedge funds have held NXG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.