Valeo Financial Advisors, LLC Cushing Next Gen Infrastructure Income Fund Transaction History
Valeo Financial Advisors, LLC
- $4.36 Billion
- Q3 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Cushing Next Gen Infrastructure Income Fund stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 8,554 shares of SZC stock, worth $327,361. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,554
Previous 16,069
46.77%
Holding current value
$327,361
Previous $614,000
46.74%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SZC
# of Institutions
39Shares Held
1.44MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN560KShares$21.4 Million0.55% of portfolio
-
Morgan Stanley New York, NY167KShares$6.4 Million0.0% of portfolio
-
Comerica Bank88.8KShares$3.4 Million0.01% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC80.4KShares$3.08 Million0.1% of portfolio
-
Janney Montgomery Scott LLC63.8KShares$2.44 Million0.01% of portfolio
About Cushing NextGen Infrastructure Income Fund
- Ticker SZC
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- The Cushing Renaissance Fund is a closed ended equity mutual fund launched and managed by Cushing MLP Asset Management, LP. The fund invests in stocks of companies across the energy supply chain spectrum, including upstream, midstream and downstream energy companies, as well as oil and gas services and logistics companies, energy-intensive chemi...