Welcome to our dedicated page for NXG NextGen Infrastructure Income Fund SEC filings (Ticker: NXG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The NXG NextGen Infrastructure Income Fund (NYSE: NXG) SEC filings page provides access to the Fund’s regulatory disclosures as a closed-end management investment company. NXG’s common shares of beneficial interest are registered under Section 12(b) of the Exchange Act and listed on the New York Stock Exchange, and the Fund files registration statements, current reports, and related documents with the Securities and Exchange Commission.
Through its filings, investors can review the Fund’s stated investment objective of seeking a high total return with an emphasis on current income, and its policy of investing, under normal market conditions, at least 80% of net assets plus borrowings in equity and debt securities of infrastructure companies. Filings describe the Fund’s focus on energy, industrial, sustainable, and technology and communication infrastructure companies, its limit of no more than 25% of managed assets in qualifying energy MLPs, and its use of leverage as part of its investment strategy.
Current reports on Form 8-K detail material definitive agreements and other significant events. Examples include dealer manager agreements for transferable rights offerings, subscription agent and information agent agreements, and distribution agreements for at-the-market offering programs, along with sub-placement agent agreements. These filings also reference prospectus supplements and base prospectuses that form part of the Fund’s effective shelf registration statement on Form N-2, and legal opinions regarding the legality of common shares issued under those offerings.
On this page, Stock Titan surfaces NXG’s SEC filings alongside AI-powered summaries that explain the key points of complex documents such as Form N-2 registration statements, Form 8-K current reports, and related exhibits. Real-time updates from EDGAR allow users to see new filings as they are posted, while AI-generated highlights help interpret how rights offerings, at-the-market offerings, leverage arrangements, and distribution-related disclosures may affect the Fund’s capital structure and income-focused strategy.
NXG NextGen Infrastructure Income Fund entered into a distribution agreement that allows it to offer and sell up to 1,600,000 common shares in an at-the-market program through Foreside Fund Services as distributor. UBS Securities will act as sub-placement agent under a separate agreement. Shares may be sold from time to time at prices at least equal to the then current net asset value per share plus the selling commission. The offering is being made under an existing shelf registration statement on Form N-2, using a new prospectus supplement and the previously filed base prospectus.
NXG NextGen Infrastructure Income Fund reported an insider purchase on Form 4. Director Brad Mead bought 1,000 shares on 11/05/2025 at $50.38 per share. After this transaction, his beneficial ownership stands at 1,000 shares held directly.
Sit Investment Associates, Inc. and its subsidiary Sit Fixed Income Advisors II, LLC filed a Schedule 13G reporting shared voting and dispositive power over 633,673 shares of NXG NextGen Infrastructure Income Fund common stock, representing 11.2% of the class. The ownership percentage is calculated using 5,660,500 shares outstanding as of May 31, 2025 and adjusted for a rights offering dated August 13, 2025. Both filers state the shares are owned by client accounts they advise, assert the holdings were acquired in the ordinary course of business, and disclaim beneficial ownership under Rule 13d-4. The filing shows no sole voting or dispositive power and lists corporate details and signatures dated 09/03/2025.
Insider purchase by a director: The filing shows that a reporting person identified as Mullins, Andrea acquired 375 common shares of NXG NextGen Infrastructure Income Fund on 08/20/2025 at a subscription price of $44.92 per share via exercise of transferrable rights from the Fund's rights offering that expired on 08/13/2025. After the reported transaction the reporting person beneficially owns 855 shares in total, held directly. The shares acquired were confirmed on 08/20/2025 following pro-ration and allocation under the offering's over-subscription privilege.
Nelson Blake, listed as CFO & Treasurer and an officer of NXG NextGen Infrastructure Income Fund (NXG), reported an open-market style acquisition on 08/20/2025. He acquired 200 common shares at a subscription price of $44.92 by exercising transferable rights from the Fund's rights offering, which expired on August 13, 2025. Following the allocation and pro-ration process, the confirmed shares were allocated on August 20, 2025.
After this transaction, the filing shows 500 common shares beneficially owned by the reporting person. The disclosure notes the shares came from the rights offering and were confirmed to exercising rights holders after over-subscription allocations.
Todd Sunderland, the Fund's COO, reported purchases of NXG common shares through a transferrable rights offering and dividend reinvestment. He acquired 37 shares and 150 shares at a subscription price of $44.92 following pro-ration and overallocation procedures tied to the rights offering that expired on August 13, 2025. After these transactions he beneficially owned 1,050.878 shares indirectly (includes 52.048 DRIP shares) and 381.164 shares directly (includes 20.473 DRIP shares). The filings show the purchases were coded as P and the indirect holdings are held by immediate family members.