Skip to content
InsideEdge
Investors / filer profile

Track record

What happened ~6 months after each disclosed buy

+25.1%avg per buy, ~6 months on+9.7%S&P 500 avg, same spans
NXG · 2025-08-20 · +23.9% (S&P +8.4%)SRV · 2025-12-18 · +26.3% (S&P +11.0%)
2025-08-202025-12-18
Each dot: one completed buy’s ~6-month outcome, equal weight per buy · dashed: S&P 500 over the same spans · hover a dot for detail
2 of 2
buys higher ~6mo later
+26.3%
median outcome
+11.0%
S&P 500 median, same spans

Disclosed positions

Estimated from their latest filings — positions may have changed since

$97.2K
combined est. value

Activity

Open-market buy & sell volume

BuySell
0$6K$12K2025 · bought $12K · sold $02025
Total +$11.6K bought
Most bought
NXG
$8.4K
SRV
$3.2K

All filings on record

Every Form 4 transaction we track for this filer

SRVBuy
2025-12-18 · NXG Cushing Midstream Energy Fund
$3.2K
+26.3%
NXGBuy
2025-08-20 · NXG NextGen Infrastructure Income Fund
$6.7K
+23.9%
NXGBuy
2025-08-20 · NXG NextGen Infrastructure Income Fund
$1.7K
+23.9%

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.