NXG Institutional Ownership & Shareholders

NXG NEXTGEN INFRASTR INC (NXG) is currently held by 57 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $71.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Morgan Stanley is currently the largest disclosed institutional shareholder of NXG tracked by InsiderSet, reporting ownership valued at approximately $11.98M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.98M, representing an estimated loss of -25.05% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed NXG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Jane Street Group, Llc, Fifth Third Bancorp, and several other long-term asset managers with concentrated positions in NXG NEXTGEN INFRASTR INC (NXG).

This page ranks the largest institutional NXG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

57

Total Reported Value

$71.07M

Largest Holder

Morgan Stanley

Largest Position

$11.98M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

71

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.00%185,184$11,983,291$8,981,424-$3,001,867-25.05%
Jane Street Group, Llc0.00%96,454$6,241,538$4,678,019-$1,563,519-25.05%
Fifth Third Bancorp0.01%92,223$5,967,750$4,472,816-$1,494,935-25.05%
Janney Montgomery Scott Llc0.01%70,092$4,536,000$3,399,462-$1,136,538-25.06%
Guggenheim Capital Llc0.02%58,985$3,816,919$2,860,773-$956,147-25.05%
Advisors Asset Management, Inc.0.05%81,173$3,571,462$3,936,891+$365,429+10.23%
Thomas J. Herzfeld Advisors, Inc.1.06%53,297$3,448,849$2,584,905-$863,945-25.05%
Corecap Advisors, Llc0.10%61,418$3,339,962$2,978,773-$361,189-10.81%
Raymond James Financial Inc0.00%44,637$2,888,442$2,164,895-$723,548-25.05%
J.W. Cole Advisors, Inc.0.04%33,428$2,163,134$1,621,258-$541,876-25.05%
Stifel Financial Corp0.00%33,372$2,159,557$1,618,542-$541,015-25.05%
Baird Financial Group, Inc.0.00%30,075$1,946,153$1,458,638-$487,516-25.05%
Osaic Holdings, Inc.0.00%27,991$1,812,185$1,357,564-$454,622-25.09%
Xtx Topco Ltd0.02%24,101$1,559,576$1,168,899-$390,678-25.05%
Lpl Financial Llc0.00%23,133$1,496,927$1,121,951-$374,977-25.05%
Ubs Group Ag0.00%20,190$1,306,495$979,215-$327,280-25.05%
Royal Bank Of Canada0.00%16,299$1,054,000$790,502-$263,499-25.00%
Commonwealth Equity Services, Llc0.00%17,365$944,320$842,203-$102,118-10.81%
Integrated Wealth Concepts Llc0.01%13,020$842,556$631,470-$211,086-25.05%
Ausdal Financial Partners, Inc.0.03%12,655$818,931$613,768-$205,164-25.05%
Imc-Chicago, Llc0.01%9,697$627,493$470,305-$157,189-25.05%
Invesco Ltd.0.00%9,557$618,433$463,515-$154,919-25.05%
Stratos Wealth Advisors, Llc0.03%8,899$575,854$431,602-$144,253-25.05%
Private Advisor Group, Llc0.00%8,705$563,283$422,193-$141,091-25.05%
Integrity Wealth Partners, Llc0.42%9,998$543,708$484,903-$58,805-10.82%
Valeo Financial Advisors, Llc0.01%8,552$465,058$414,772-$50,286-10.81%
Compound Planning, Inc.0.01%6,781$438,807$328,879-$109,929-25.05%
Advisory Advocates, Llc0.36%6,450$417,380$312,825-$104,555-25.05%
Oppenheimer & Co Inc0.00%7,140$388,273$346,290-$41,983-10.81%
Kestra Advisory Services, Llc0.00%6,350$345,327$307,975-$37,352-10.82%
Pfg Investments, Llc0.01%5,311$343,702$257,584-$86,119-25.06%
Newedge Advisors, Llc0.00%5,198$336,352$252,103-$84,249-25.05%
Calton & Associates, Inc.0.05%4,858$314,365$235,613-$78,752-25.05%
Citadel Advisors Llc0.00%4,588$296,889$222,518-$74,371-25.05%
Aristides Capital Llc0.08%4,544$294,042$220,384-$73,658-25.05%
Kestra Private Wealth Services, Llc0.00%5,014$272,641$243,179-$29,462-10.81%
Css Llc/Il0.01%3,842$248,616$186,337-$62,279-25.05%
Focus Financial Network, Inc.0.01%4,551$247,483$220,724-$26,760-10.81%
Fiduciary Alliance Llc0.02%4,126$224,366$200,111-$24,255-10.81%
Pinnacle Wealth Planning Services, Inc.0.02%4,015$218,336$194,728-$23,609-10.81%
Wells Fargo & Company/Mn0.00%3,372$218,187$163,542-$54,645-25.05%
Cetera Investment Advisers0.00%3,354$217,013$162,669-$54,344-25.04%
Decision Investments, Inc0.20%3,990$216,976$193,515-$23,461-10.81%
Stratos Wealth Partners, Ltd.0.00%3,201$207,170$155,249-$51,922-25.06%
Seacrest Wealth Management, Llc0.02%3,741$203,436$181,439-$21,998-10.81%
Us Bancorp \De\0.00%1,826$118,160$88,561-$29,599-25.05%
Colonial Trust Co / Sc0.01%1,433$92,729$69,501-$23,229-25.05%
Cwm, Llc0.00%500$27,465$24,250-$3,215-11.71%
Arax Advisory Partners0.00%263$17,019$12,756-$4,264-25.05%
Pnc Financial Services Group, Inc.0.00%255$16,501$12,368-$4,134-25.05%
Showing 50 of 57

Frequently asked questions about NXG

  • Who are the largest institutional holders of NXG?

    The largest institutional holders of NXG reported in the latest SEC Form 13F filings include Morgan Stanley, Jane Street Group, Llc, Fifth Third Bancorp, Janney Montgomery Scott Llc, and Guggenheim Capital Llc. InsiderSet ranks institutional holders by their latest reported NXG position.

  • What is NXG institutional ownership?

    This page tracks NXG positions reported by institutional investment managers through SEC Form 13F. NXG NEXTGEN INFRASTR INC (NXG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own NXG?

    InsiderSet currently tracks 57 institutional managers reporting NXG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NXG shareholders.

  • How much NXG stock do institutions own?

    Institutional investment managers disclosed approximately $71.07M in NXG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was NXG institutional ownership last updated?

    The latest NXG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional NXG holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NXG position after the reporting date.

  • Are institutions buying or selling NXG?

    Institutional buying and selling can be analyzed by comparing NXG positions across consecutive 13F reporting periods. InsiderSet's NXG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NXG ownership changes.

  • How has NXG institutional ownership changed over time?

    InsiderSet tracks NXG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.