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Cushing Asset Management

Multi-Strategy

Cushing Asset Management · Filed 2026-07-28 · CIK 0001329375 · Q2 2026

SHARE:X LINKEDIN EMAIL

Form ADV discretionary AUM, 2026-10-02i

$1.75B

13F Equity Value

$2.23B

As of Q2 2026

13F / AUM

127.7%

Positions

73

13F long book at a glance — % of AUM

TRGP · 9%

ET

WMB

DTM

PAGP

MPLX

OKE

KNTK

TRP

LNG

+63 more · 66%

Min weight:

#

Value

# SharesSourceWeight

1

TARGA RES CORPHIST

$164.7M

9.4%614,300(38,000)(5.8%)0.29%13F

2

ENERGY TRANSFER L PHIST

$151.5M

8.7%7,923,600(74,000)(0.9%)0.23%13F

3

WILLIAMS COS INCHIST

$138.7M

7.9%1,866,100+166,000+9.8%0.15%13F

4

DT MIDSTREAM INCHIST

$107.1M

6.1%730,100+3,000+0.4%0.72%13F

5

PLAINS GP HLDGS L PHIST

$92.1M

5.3%3,795,000+335,000+9.7%1.92%13F

6

MPLX LPHIST

$91.0M

5.2%1,614,600(244,500)(13.2%)0.16%13F

7

ONEOK INC NEWHIST

$85.7M

4.9%985,900(84,000)(7.9%)0.16%13F

8

KINETIK HOLDINGS INCHIST

$84.7M

4.8%1,752,000(122,000)(6.5%)2.48%13F

9

TC ENERGY CORPHIST

$82.6M

4.7%1,245,800(34,800)(2.7%)—13F

10

CHENIERE ENERGY INCHIST

$80.7M

4.6%337,800+58,000+20.7%0.16%13F

11

KINDER MORGAN INC DELHIST

$65.2M

3.7%2,039,400(682,900)(25.1%)0.09%13F

12

ENTERPRISE PRODS PARTNERS LHIST

$57.5M

3.3%1,565,500(180,000)(10.3%)0.07%13F

13

WESTERN MIDSTREAM PARTNERS LHIST

$55.1M

3.2%1,259,900(417,000)(24.9%)0.32%13F

14

PEMBINA PIPELINE CORPHIST

$53.6M

3.1%1,158,100(199,000)(14.7%)—13F

15

ENBRIDGE INCHIST

$51.9M

3.0%956,500(45,000)(4.5%)—13F

16

BLOOM ENERGY CORPHIST

$41.4M

2.4%136,900+1,900+1.4%—13F

17

ARGAN INCHIST

$36.3M

2.1%45,500+7,500+19.7%0.32%13F

18

MASTEC INCHIST

$34.4M

2.0%82,800+11,900+16.8%0.10%13F

19

GE VERNOVA INCHIST

$33.7M

1.9%28,700+4,700+19.6%0.01%13F

20

SOLARIS ENERGY INFRAS INCHIST

$33.6M

1.9%418,000+30,000+7.7%1399.21%13F

21

QUANTA SVCS INCHIST

$31.5M

1.8%43,800+5,800+15.3%0.03%13F

22

VISTRA CORPHIST

$31.4M

1.8%198,000+14,400+7.8%0.06%13F

23

NRG ENERGY INCHIST

$31.1M

1.8%212,700+42,200+24.8%0.10%13F

24

SOUTH BOW CORPHIST

$30.1M

1.7%855,500(10,000)(1.2%)0.41%13F

25

TALEN ENERGY CORPHIST

$29.5M

1.7%76,800(12,500)(14.0%)0.16%13F

26

SUNOCOCORP LLCHIST

$27.5M

1.6%406,000+206,000+103.0%0.79%13F

27

CONSTELLATION ENERGY CORPHIST

$26.6M

1.5%107,000+24,300+29.4%0.03%13F

28

DYCOM INDS INCHIST

$26.3M

1.5%52,000+16,000+44.4%0.17%13F

29

PALO ALTO NETWORKS INCHIST

$25.6M

1.5%75,000+3,000+4.2%0.01%13F

30

EXCELERATE ENERGY INCHIST

$24.7M

1.4%650,000+325,000+100.0%2.04%13F

31

KODIAK GAS SVCS INCHIST

$22.5M

1.3%300,000+300,000NEW0.30%13F

32

CROWDSTRIKE HLDGS INCHIST

$22.1M

1.3%29,000(1,000)(3.3%)0.00%13F

33

DIGITALOCEAN HLDGS INCHIST

$22.0M

1.3%140,400+8,200+6.2%0.12%13F

34

NEXTPOWER INCHIST

$21.6M

1.2%181,000+38,000+26.6%0.13%13F

35

EQT CORPHIST

$21.4M

1.2%403,258——0.06%13F

36

WATERBRIDGE INFRASTRUCTURE LHIST

$21.2M

1.2%620,000+417,500+206.2%1.34%13F

37

SELECT WATER SOLUTIONS INCHIST

$20.4M

1.2%1,020,000+600,000+142.9%—13F

38

SOLV ENERGY INCHIST

$17.7M

1.0%520,000+320,000+160.0%0.44%13F

39

STERLING INFRASTRUCTURE INCHIST

$17.2M

1.0%20,550+9,000+77.9%0.07%13F

40

VENTURE GLOBAL INCHIST

$15.5M

0.9%1,389,000+1,389,000NEW0.06%13F

41

CLOUDFLARE INCHIST

$14.7M

0.8%60,000+10,000+20.0%0.02%13F

42

IRIDIUM COMMUNICATIONS INCHIST

$12.9M

0.7%236,000+236,000NEW0.22%13F

43

MARATHON PETE CORPHIST

$12.7M

0.7%49,800(93,000)(65.1%)0.02%13F

44

PHILLIPS 66HIST

$12.4M

0.7%73,100(107,000)(59.4%)0.02%13F

45

ENTERGY CORP NEWHIST

$11.5M

0.7%100,000+37,000+58.7%—13F

46

ENTEGRIS INCHIST

$10.6M

0.6%59,000+59,000NEW0.04%13F

47

EAGLEROCK LD LLCHIST

$10.0M

0.6%470,000+470,000NEW—13F

48

SNOWFLAKE INCHIST

$8.7M

0.5%34,000+5,000+17.2%0.01%13F

49

NEBIUS GROUP N.V.HIST

$8.6M

0.5%31,300+31,300NEW0.01%13F

50

DIGITAL RLTY TR INCHIST

$8.4M

0.5%47,000+13,000+38.2%—13F

51

AMERICAN ELEC PWR CO INCHIST

$8.2M

0.5%60,000+35,000+140.0%—13F

52

DOMINION ENERGY INCHIST

$8.0M

0.5%117,000+117,000NEW0.01%13F

53

WEC ENERGY GROUP INCHIST

$7.8M

0.4%67,000+32,000+91.4%0.02%13F

54

DUKE ENERGY CORP NEWHIST

$7.7M

0.4%61,000+26,000+74.3%0.01%13F

55

SOUTHERN COHIST

$7.7M

0.4%80,000+35,000+77.8%—13F

56

IREN LIMITEDHIST

$7.2M

0.4%157,000——0.04%13F

57

ARKO CORPHIST

$6.8M

0.4%850,000+850,000NEW6.76%13F

58

TXO PARTNERS LPHIST

$6.6M

0.4%531,000(50,000)(8.6%)0.96%13F

59

ANTERO MIDSTREAM CORPHIST

$5.7M

0.3%251,000+50,000+24.9%0.05%13F

60

ARKO PETE CORPHIST

$5.7M

0.3%300,000(412,451)(57.9%)2.40%13F+13G

61

CIPHER DIGITAL INCHIST

$5.3M

0.3%215,000+45,000+26.5%0.05%13F

62

NEXTERA ENERGY INCHIST

$4.2M

0.2%48,000(47,000)(49.5%)—13F

63

ALLIANCE RESOURCE PARTNERS LHIST

$3.6M

0.2%150,000(41,000)(21.5%)0.12%13F

64

ECOLAB INCHIST

$2.8M

0.2%10,000+10,000NEW0.00%13F

65

PLAINS ALL AMERN PIPELINE LHIST

$2.3M

0.1%105,300+50,000+90.4%0.01%13F

66

SOLAREDGE TECHNOLOGIES INCHIST

$2.0M

0.1%35,000+35,000NEW0.06%13F

67

ENPHASE ENERGY INCHIST

$2.0M

0.1%40,000+40,000NEW—13F

68

NGL ENERGY PARTNERS LPHIST

$1.8M

0.1%110,000(40,000)(26.7%)0.09%13F

69

CLEANSPARK INCHIST

$0.5M

0.0%32,000——0.01%13F

70

CORE SCIENTIFIC INC NEWHIST

$0.2M

0.0%7,000+7,000NEW0.00%13F

71

QUANTUMSCAPE CORPHIST

$0.2M

0.0%20,000+20,000NEW0.02%13F

72

COREWEAVE INCHIST

$0.1M

0.0%1,500+1,500NEW0.00%13F

73

GENESIS ENERGY L PHIST

$0.1M

0.0%7,000(144,000)(95.4%)0.01%13F

Positions are primarily from the latest 13F-HR. Rows marked Off-13F are >5% stakes disclosed in Schedule 13D/13G filings — they capture holdings (incl. recent or non-13F-eligible names) the quarterly 13F may omit; these report shares and percent of class but not dollar value, so value is shown only for 13F positions. Chg Shares is the absolute change vs the same position in the prior quarter's 13F. % Out is position shares ÷ issuer shares outstanding (from the issuer's latest XBRL cover-page figure; weighted-average basic shares as a fallback), or the percent of class reported on a 13D/13G. Where a figure can't be sourced from a filing it shows “—” — never an estimate.