CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

Position in STRL — Sterling Infrastructure, Inc.

CIK 1329375 DALLAS, TX

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Position in STRL

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

Position Value

$17,248,848

+$12,544,880 QoQ

Shares Held

20,550

+77.9% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#129

of 879 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in STRL 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. STRL ranks #5 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGX	Argan Inc	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. This page	20,550	$17,248,848

All Filings in STRL

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,248,848	20,550	+77.9%	Shares	Sole	2026-07-28
2026-03-31	$4,703,968	11,550	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.