Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nxg Nextgen Infrastr Incm Fd (NXG)

55 + 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
↑ +6
Streak
4Q ▲
Buyers last Q
72%

Smart Money Signals — NXG

Based on 55 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
55 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 — +83% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+83% 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 — 72% buying

44 buying17 selling
Last quarter: 44 funds were net buyers (18 opened a brand new position + 26 added to an existing one). Only 17 were sellers (5 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 8 → 17 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 44% new

■ 38% conviction (2yr+) ■ 18% medium ■ 44% new
Of the 55 current holders: 21 (38%) held >2 years, 10 held 1–2 years, and 24 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

0 → 8 → 8 → 17 → 18 new funds/Q
New funds entering each quarter: 8 → 8 → 17 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 42% veterans vs 42% newcomers

■ 42% veterans ■ 16% 1-2yr ■ 42% new
Entry-cohort mix of 55 holders: 23 (42%) are 2+ year veterans, 9 entered 1–2 years ago, and 23 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
11 of 55 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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 2026 Q2, 44 hedge funds were net buyers of NXG (18 opened a new position, 26 added to an existing one), while 17 reduced or exited (5 trimmed, 12 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in NXG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 55.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: NXG
55 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 55 49 12.24%
13F Shares 1M 1M -14.58%
Total Value $63M $63M 0.33%
New Positions 18 17 +1
Increased Positions 26 18 +8
Closed Positions 12 5 +7
Reduced Positions 5 7 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NXG

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Institutional Holders (2026 Q2)

55 + investors

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

QUARTER:
Top 25 NXG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thomas J. Herzfeld Advisors, Inc. 1.06% 53,297 $3.4M
2 Advisory Advocates, LLC 0.36% 6,450 $417K
3 Noble Wealth Management PBC 0.25% 8,680 $562K
4 Decision Investments, Inc 0.24% 3,990 $258K
5 Advisory Solutions Group, LLC 0.11% 5,233 $339K
6 CoreCap Advisors, LLC 0.11% 58,510 $3.8M
7 Aristides Capital LLC 0.06% 4,544 $294K
8 Calton & Associates, INC. 0.05% 4,858 $314K
9 J.W. Cole Advisors, INC. 0.04% 33,428 $2.2M
10 Ausdal Financial Partners, Inc. 0.03% 12,655 $819K
11 Stratos Wealth Advisors, LLC 0.03% 8,899 $576K
12 Pinnacle Wealth Planning Services, Inc. 0.02% 4,015 $260K
13 SeaCrest Wealth Management, LLC 0.02% 3,448 $223K
14 Guggenheim Capital LLC 0.02% 58,985 $3.8M
15 XTX Topco Ltd 0.02% 24,101 $1.6M
16 Fiduciary Alliance LLC 0.02% 3,963 $256K
17 PFG Investments, LLC 0.01% 5,311 $344K
18 Colonial Trust Co / SC 0.01% 1,433 $93K
19 Valeo Financial Advisors, LLC 0.01% 8,539 $553K
20 Compound Planning, Inc. 0.01% 6,781 $439K
21 Css LLC/Il 0.01% 3,842 $249K
22 Fifth Third Bancorp 0.01% 92,223 $6.0M
23 Oppenheimer & Co Inc 0.00% 7,000 $453K
24 Integrated Wealth Concepts LLC 0.00% 13,020 $843K
25 Kestra Private Wealth Services, LLC 0.00% 5,281 $342K
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 — 4 quarters in a row: For 4 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 — 72% buying: Last quarter: 44 funds were net buyers (18 opened a brand new position + 26 added to an existing one). Only 17 were sellers (5 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NXG holders?

Strong quality — 31% AUM from major funds: 11 of 55 holders rank in the top 100 by AUM, accounting for 31% 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?

Mixed — 38% long-term, 44% new: Of the 55 current holders: 21 (38%) held >2 years, 10 held 1–2 years, and 24 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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