CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

Position in SEI — Solaris Energy Infrastructure, Inc.

CIK 1329375 DALLAS, TX

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Position in SEI

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$21,925,880

+$19,121,710 QoQ

Shares Held

388,000

+536.1% QoQ

Ownership

0.528%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in SEI Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Equipment & Services

Energy · as of Mar 31, 2026

CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT holds $33,776,855 across 3 Oil & Gas Equipment & Services names. SEI ranks #1 (64.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEI	Solaris Energy Infrastructure, Inc. This page	388,000	$21,925,880
2	WTTR	Select Water Solutions, Inc.	420,000	$6,426,000
3	WBI	WaterBridge Infrastructure LLC	202,500	$5,424,975

All Filings in SEI

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,925,880	388,000	+536.1%	Shares	Sole	2026-04-28
2025-12-31	$2,804,170	61,000	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.