Stock Taper 
CUSHING ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Palo Alto Networks, Inc. | PANW | 75K | $25.58M |
 Phillips 66 | PSX | 73.1K | $12.36M |
 WEC Energy Group, Inc. | WEC | 67K | $7.82M |
 Duke Energy Corporation | DUK | 61K | $7.72M |
 Cloudflare, Inc. | NET | 60K | $14.72M |
 American Electric Power Company, Inc. | AEP | 60K | $8.21M |
 Entegris, Inc. | ENTG | 59K | $10.61M |
 Dycom Industries, Inc. | DY | 52K | $26.29M |
 Marathon Petroleum Corporation | MPC | 49.8K | $12.73M |
 NextEra Energy, Inc. | NEE | 48K | $4.21M |
 Digital Realty Trust, Inc. | DLR | 47K | $8.44M |
 Argan, Inc. | AGX | 45.5K | $36.33M |
 Quanta Services, Inc. | PWR | 43.8K | $31.54M |
 Enphase Energy, Inc. | ENPH | 40K | $1.97M |
 SolarEdge Technologies, Inc. | SEDG | 35K | $2.05M |
 Snowflake Inc. | SNOW | 34K | $8.65M |
 CleanSpark, Inc. | CLSK | 32K | $465.6K |
 Nebius Group N.V. | NBIS | 31.3K | $8.64M |
 CrowdStrike Holdings, Inc. | CRWD | 29K | $22.13M |
 GE Vernova Inc. | GEV | 28.7K | $33.72M |