CUSHING ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ITRI | 54K | $6.73M |
 | PEG | 49K | $4.09M |
 | PANW | 47K | $9.57M |
 | MTZ | 47K | $10.00M |
 | GEV | 47K | $28.75M |
 | SO | 45K | $4.26M |
 | PWR | 35K | $14.50M |
 | DLR | 34K | $5.88M |
 | AGX | 31K | $8.37M |
 | NET | 30K | $6.44M |
 | TMUS | 27K | $6.46M |
 | WEC | 26K | $2.98M |
 | AEP | 25K | $2.81M |
 | MSTR | 25K | $8.06M |
 | CRWD | 23K | $11.28M |
 | SNOW | 13K | $2.93M |
 | MSI | 9K | $4.12M |
 | CYBR | 7K | $3.38M |
 | EQIX | 7K | $5.48M |
Itron, Inc.
ITRI
Shares Held
54K
Value
$6.73M
Public Service Enterprise Group Incorporated
PEG
Shares Held
49K
Value
$4.09M
Palo Alto Networks, Inc.
PANW
Shares Held
47K
Value
$9.57M
MasTec, Inc.
MTZ
Shares Held
47K
Value
$10.00M
GE Vernova Inc.
GEV
Shares Held
47K
Value
$28.75M
The Southern Company
SO
Shares Held
45K
Value
$4.26M
Quanta Services, Inc.
PWR
Shares Held
35K
Value
$14.50M
Digital Realty Trust, Inc.
DLR
Shares Held
34K
Value
$5.88M
Argan, Inc.
AGX
Shares Held
31K
Value
$8.37M
Cloudflare, Inc.
NET
Shares Held
30K
Value
$6.44M
T-Mobile US, Inc.
TMUS
Shares Held
27K
Value
$6.46M
WEC Energy Group, Inc.
WEC
Shares Held
26K
Value
$2.98M
American Electric Power Company, Inc.
AEP
Shares Held
25K
Value
$2.81M
MicroStrategy Incorporated
MSTR
Shares Held
25K
Value
$8.06M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
23K
Value
$11.28M
Snowflake Inc.
SNOW
Shares Held
13K
Value
$2.93M
Motorola Solutions, Inc.
MSI
Shares Held
9K
Value
$4.12M
CyberArk Software Ltd.
CYBR
Shares Held
7K
Value
$3.38M
Equinix, Inc.
EQIX
Shares Held
7K
Value
$5.48M