13F
← All fund report cards

CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

13F equity value
$2.0B
Positions
64
Top 10 concentration
54.2%
Quarters / total new picks
31 / 240
13F equity value over time
$0M$2B$3B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 31 quarters, returned +6.0% per quarter — versus +2.4% per quarter from simply owning every 13F stock. It beat that baseline in only 54.8% of quarters (excess t = 1.38, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+5.4%
t-stat
1.38
Quarterly win rate
55%
Annualized excess
+13.3%
$1 → follow vs universe
$4.53 vs $1.84
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120200930: universe 1.48520201231: universe 1.55320210331: universe 1.56620210630: universe 1.69220210930: universe 1.51920211231: universe 1.29220220331: universe 1.38720220630: universe 1.28520220930: universe 1.38120221231: universe 1.28220230331: universe 1.35120230630: universe 1.30320231231: universe 1.36120240331: universe 1.39220240630: universe 1.51820240930: universe 1.50520241231: universe 1.40520250331: universe 1.53120250630: universe 1.57920250930: universe 1.77620251231: universe 1.837 20180331: follow 0.98020180630: follow 0.92820180930: follow 0.97620181231: follow 0.95220190331: follow 0.85020190630: follow 1.00420190930: follow 1.22020191231: follow 1.02820200331: follow 1.15720200630: follow 1.40320200930: follow 1.92420201231: follow 1.77620210331: follow 1.76120210630: follow 1.81220210930: follow 1.70620211231: follow 2.28720220331: follow 2.60320220630: follow 2.29320220930: follow 2.08120221231: follow 1.94820230331: follow 2.10020230630: follow 2.00820231231: follow 2.34720240331: follow 2.15320240630: follow 2.32420240930: follow 2.25120241231: follow 2.11320250331: follow 2.32920250630: follow 3.23720250930: follow 3.42520251231: follow 4.526 0.78 2.84 4.89 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 64 · 2026 Q1

Ticker Value Weight QoQ
TRGP $164M
8.1%
TRIM
ET $154M
7.7%
HOLD
WMB $124M
6.2%
ADD
MPLX $106M
5.3%
HOLD
DTM $98M
4.9%
TRIM
OKE $97M
4.8%
TRIM
KMI $91M
4.5%
TRIM
KNTK $91M
4.5%
HOLD
PAGP $84M
4.2%
TRIM
TRP $80M
4.0%
HOLD
LNG $79M
4.0%
TRIM
WES $69M
3.4%
ADD
EPD $66M
3.3%
TRIM
PBA $61M
3.0%
HOLD
ENB $54M
2.7%
ADD
MPC $35M
1.7%
ADD
PSX $33M
1.6%
TRIM
SOBO $29M
1.4%
TRIM
TLN $29M
1.4%
TRIM
VST $28M
1.4%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.