Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Cushing Royalty & Income Fund | 1,500 | reported | 01 Dec 2014 | tx 3+1,500 |
| NXG Cushing Midstream Energy Fund | 1,008 | reported | 18 Dec 2025 | tx 10+6,086−2,089.65 |
| NXG NextGen Infrastructure Income Fund | 1,000 | reported | 05 Nov 2025 | tx 5+2,300−1,233.56 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Dec 2025 | PURCHASE | NXG Cushing Midstream Energy Fund | 250 | 39.89 USD | |
| 11 Nov 2025 | PURCHASE | NXG Cushing Midstream Energy Fund | 750 | 42.49 USD | |
| 05 Nov 2025 | PURCHASE | NXG NextGen Infrastructure Income Fund | 1,000 | 50.38 USD | first after silence |
| 10 Dec 2024 | SALE | NXG Cushing Midstream Energy Fund | 1,089.65 | 44.76 USD | |
| 16 Sept 2024 | SALE | NXG NextGen Infrastructure Income Fund | 1,233.56 | 41.34 USD | |
| 21 Jun 2024 | SALE | NXG Cushing Midstream Energy Fund | 1,000 | 41.74 USD | |
| 27 Dec 2023 | EXERCISE | NXG Cushing Midstream Energy Fund | 844 | 33.20 USD | |
| 19 Jul 2023 | PURCHASE | NXG Cushing Midstream Energy Fund | 500 | 39.02 USD | |
| 19 Jul 2023 | PURCHASE | NXG Cushing Midstream Energy Fund | 500 | 39.05 USD | |
| 27 Feb 2023 | PURCHASE | NXG NextGen Infrastructure Income Fund | 810 | 39.48 USD | |
| 24 Feb 2023 | PURCHASE | NXG NextGen Infrastructure Income Fund | 190 | 38.63 USD | first after silence |
| 29 May 2020 | OTHER | NXG Cushing Midstream Energy Fund | 242 | 6.40 USD | |
| 09 Feb 2015 | PURCHASE | NXG Cushing Midstream Energy Fund | 2,000 | 4.38 USD | |
| 01 Dec 2014 | PURCHASE | Cushing Royalty & Income Fund | 1,000 | 13.79 USD | first after silence |
| 30 Aug 2013 | PURCHASE | Cushing Royalty & Income Fund | 250 | 19.00 USD | |
| 30 Aug 2013 | PURCHASE | NXG NextGen Infrastructure Income Fund | 300 | 23.34 USD | |
| 15 Mar 2013 | PURCHASE | NXG Cushing Midstream Energy Fund | 1,000 | 7.83 USD | first after silence |
| 24 Feb 2012 | PURCHASE | Cushing Royalty & Income Fund | 250 | 24.83 USD |
4 purchases reported after at least 12 months of silence — most recent on 05 Nov 2025.