CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

Position in AGX — Argan Inc

CIK 1329375 DALLAS, TX

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Position in AGX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$36,334,025

+$15,637,325 QoQ

Shares Held

45,500

+19.7% QoQ

Ownership

0.325%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#48

of 558 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AGX Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT holds $145,861,073 across 5 Engineering & Construction names. AGX ranks #1 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGX	Argan Inc This page	45,500	$36,334,025
2	MTZ	Mastec Inc	82,800	$34,449,768
3	PWR	Quanta Services, Inc.	43,800	$31,537,752
4	DY	Dycom Industries Inc	52,000	$26,290,680
5	STRL	Sterling Infrastructure, Inc.	20,550	$17,248,848

All Filings in AGX

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,334,025	45,500	+19.7%	Shares	Sole	2026-07-28
2026-03-31	$20,696,700	38,000	+8.6%	Shares	Sole	2026-04-28
2025-12-31	$10,966,200	35,000	+12.9%	Shares	Sole	2026-01-27
2025-09-30	$8,371,550	31,000	+287.5%	Shares	Sole	2025-10-20
2025-06-30	$1,763,840	8,000	—	Shares	Sole	2025-07-14
No filing history on record for this holder in this stock.