NXG
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +4 | 616.24K | $39.88M | +4 | — |
| Q1 2026 | 16 | +3 | 488.91K | $26.86M | +3 | — |
| Q4 2025 | 13 | 0 | 355.66K | $17.96M | — | — |
| Q3 2025 | 1 | — | 167.31K | $8.16M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 168.57K | +0.8% | $8.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 168.57K | +0.8% | $8.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 36.25K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 36.25K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 30.44K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 29.44K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 19.70K | — | $994,875 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 17.17K | — | $867,000 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Invesco Ltd. | 13.55K | — | $684,124 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 13.31K | — | $672,004 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 13.31K | — | $672,004 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 12.93K | — | $652,860 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 12.04K | — | $608,480 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Us Bancorp \De\ | 1.40K | — | $70,700 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 875 | — | $44,188 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 0 | — | $15 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 1.25M shares, $63.31M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 500 sh · $27,622
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology