Institutional Ownership Cushing Next Gen Infrastructure Income Fund (SZC)
This table provides information about the institutional ownership of Cushing Next Gen Infrastructure Income Fund (SZC). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 1.44 Million shares, which have been reported (via 13F filing form) to have a value of $55 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
5,417
shares
|
$207,308
0.0% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
4,932
shares
|
$188,747
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
3,004
shares
|
$114,963
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,400
shares
|
$53,578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
913
shares
|
$34,940
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
875
shares
|
$33,486
0.0% of portfolio
|
Q4 2022
Reduced 30.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$17,221
0.0% of portfolio
|
Q1 2022
Added 1.56%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
175
shares
|
$6,697
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
159
shares
|
$6,084
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
125
shares
|
$4,783
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
100
shares
|
$3,827
0.0% of portfolio
|
N/A
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
39
shares
|
$1,492
0.0% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
30
shares
|
$1,148
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|