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5%+ stakes · Schedule 13D and 13G

NXG NextGen Infrastructure Income Fund: 5%+ holders

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MentionFox check on NXG NextGen Infrastructure Income Fund: no red flags found in 3 sources (checked 6 November 2026). mentionfox.com/c/stakes/nxg-nextgen-infrastructure-income-fund

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Who has reported owning 5% or more of NXG NextGen Infrastructure Income Fund, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, NXG NextGen Infrastructure Income Fund has Schedule 13D or 13G filings on record, none whose latest reports a stake of 5% or more. 3 filings are on record since September 3, 2025 (Schedule 13G/A, April 6, 2026).

Sit Investment Associates, Inc. also filed stake reports on 67 other companies ↓

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Key facts

  • · Holder: Sit Investment Associates, Inc. · Percent: 0.3% · SCHEDULE 13G/A
  • · Holder: Sit Investment Associates, Inc. · Percent: 5.2% · SCHEDULE 13G/A
  • · Holder: Sit Investment Associates, Inc. · Percent: 11.2% · SCHEDULE 13G
At 5% or more0
Filings3
Latest filing2026-04-06

NXG NextGen Infrastructure Income Fund has 3 Schedule 13D or 13G filings on record since 2025-09-03. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Sit Investment Associates, Inc.0.3%19,902SCHEDULE 13G/A, 2026-04-062026-03-31

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Keep reading

More on NXG NextGen Infrastructure Income Fund and the records around it.

Companies that share a holder

Want the whole picture on NXG NextGen Infrastructure Income Fund?

Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

A Full Report on NXG NextGen Infrastructure Income Fund: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on NXG NextGen Infrastructure Income Fund covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    3 cited sources found

Plus the sections for what you are deciding, which you pick after ordering.

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First screen of a real sample Full Report on EchoStar: the verdict, 17 sections, 63 cited sources, built 2026-10-21A real finished report, first screen. Opens in a new tab.

Timeline

FiledHolderPercentFiling
2025-09-03Sit Investment Associates, Inc.11.2%SCHEDULE 13G
2026-01-06Sit Investment Associates, Inc.5.2%SCHEDULE 13G/A
2026-04-06Sit Investment Associates, Inc.0.3%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/nxg-nextgen-infrastructure-income-fund
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3
Who owns 5% or more of NXG NextGen Infrastructure Income Fund? Stakes filed. MentionFox, 2026-11-06. https://mentionfox.com/stakes/nxg-nextgen-infrastructure-income-fund