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NXG Cushing Midstream Energy Fund (SRV) Institutional Ownership

NXG Cushing Midstream Energy Fund logo
$44.33 +0.56 (+1.27%)
Closing price 09/12/2025 03:57 PM Eastern
Extended Trading
$44.28 -0.04 (-0.09%)
As of 09/12/2025 06:54 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for NXG Cushing Midstream Energy Fund (NYSE:SRV)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$20.06M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.72M
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SRV Institutional Buying and Selling by Quarter

NXG Cushing Midstream Energy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2025 NWF Advisory Services Inc.7,140$302K0.0%N/A0.000%
9/4/2025 Osaic Holdings Inc.33,184$1.41M0.0%+29.2%0.000%
8/14/2025 Raymond James Financial Inc.1,000$42K0.0%N/A0.000%
8/13/2025 Level Four Advisory Services LLC6,993$296K0.0%-26.6%0.000%
8/12/2025 J.W. Cole Advisors Inc.33,955$1.44M0.0%+20.1%0.000%
8/8/2025 Cornerstone Advisors LLC25,528$1.08M0.0%+963.7%0.000%
8/4/2025 Wolverine Asset Management LLC6,702$284K0.0%N/A0.000%
7/29/2025 Stratos Wealth Advisors LLC6,964$295K0.0%+34.9%0.000%
7/28/2025 Axxcess Wealth Management LLC5,905$250K0.0%-8.8%0.000%
5/13/2025Sit Investment Associates Inc.212,970$9.36M0.2%-27.2%0.000%
5/9/2025Cornerstone Advisors LLC2,400$105K0.0%N/A0.000%
5/7/2025LPL Financial LLC62,196$2.73M0.0%+11.5%0.000%
5/5/2025J.W. Cole Advisors Inc.28,283$1.24M0.0%+30.6%0.000%
5/5/2025Private Advisor Group LLC6,828$300K0.0%+18.7%0.000%
4/29/2025Concurrent Investment Advisors LLC6,253$275K0.0%N/A0.000%
4/22/2025Cambridge Investment Research Advisors Inc.35,012$1.54M0.0%+32.2%0.000%
4/21/2025PSI Advisors LLC1,550$68K0.0%+24.0%0.000%
2/25/2025Armis Advisers LLC4,760$212K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC3,225$143K0.0%+65.4%0.000%
2/14/2025Stifel Financial Corp20,244$900K0.0%+44.0%0.000%
2/13/2025Sit Investment Associates Inc.292,675$13.02M0.3%+3,678.4%0.000%
2/12/2025Level Four Advisory Services LLC7,809$347K0.0%N/A0.000%
2/11/2025LPL Financial LLC55,781$2.48M0.0%+10.3%0.000%
2/10/2025Axxcess Wealth Management LLC6,477$288K0.0%-9.0%0.000%
2/3/2025Private Advisor Group LLC5,750$256K0.0%N/A0.000%
1/31/2025J.W. Cole Advisors Inc.21,657$963K0.0%+71.1%0.000%
1/30/2025Strategic Financial Concepts LLC13,344$594K0.0%N/A0.000%
1/28/2025Strategic Financial Concepts LLC13,344$594K0.0%N/A0.000%
1/27/2025Stratos Wealth Advisors LLC4,964$221K0.0%N/A0.000%
1/17/2025Janney Montgomery Scott LLC5,179$230K0.0%-18.5%0.000%
10/24/2024J.W. Cole Advisors Inc.12,655$570K0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC6,680$277K0.0%+28.3%0.000%
7/23/2024PSI Advisors LLC1,175$49K0.0%+27.0%0.000%
5/14/2024Axxcess Wealth Management LLC7,117$293K0.0%N/A0.000%
5/1/2024Janney Montgomery Scott LLC4,942$204K0.0%N/A0.000%
3/26/2024HighPoint Advisor Group LLC5,823$197K0.0%N/A0.000%
2/26/2024Virtu Financial LLC10,202$346K0.0%N/A0.000%
1/18/2024CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT3,656$124K0.0%N/A0.000%
11/15/2023Axxcess Wealth Management LLC7,117$259K0.0%+28.0%0.000%
11/13/2023PNC Financial Services Group Inc.945$34K0.0%N/A0.000%
7/31/2023LPL Financial LLC30,231$1.13M0.0%+8.5%0.000%
5/12/2023SeaCrest Wealth Management LLC8,310$272K0.0%N/A0.000%
2/15/2023Almitas Capital LLC41,998$1.41M0.6%-51.3%0.000%
11/16/2022Saba Capital Management L.P.230,579$7.51M0.1%-0.2%0.000%
11/15/2022Bulldog Investors LLP84,414$2.75M0.8%+3.3%0.000%
11/15/2022Clough Capital Partners L P38,000$1.24M0.1%+2.4%0.000%
11/15/20221607 Capital Partners LLC98,626$3.21M0.2%-1.4%0.000%
11/14/2022Almitas Capital LLC86,195$2.81M2.1%-34.1%0.000%
11/14/2022Thomas J. Herzfeld Advisors Inc.46,524$1.52M0.6%N/A0.000%
11/7/2022Kayne Anderson Capital Advisors LP17,500$570K0.0%-6.9%0.000%
8/15/2022Bulldog Investors LLP81,724$2.27M0.6%-0.4%0.000%
8/11/2022Sit Investment Associates Inc.11,800$328K0.0%-59.0%0.000%
8/5/2022Kayne Anderson Capital Advisors LP18,800$522K0.0%-8.7%0.000%
8/3/2022Wolverine Asset Management LLC33,586$933K0.0%+829.3%0.000%
5/17/2022Saba Capital Management L.P.231,031$8.06M0.1%-2.0%0.000%
5/12/2022Sit Investment Associates Inc.28,768$1.00M0.0%-8.6%0.000%
5/11/2022Kayne Anderson Capital Advisors LP20,600$718K0.0%-6.4%0.000%
5/4/2022Wolverine Asset Management LLC3,614$126K0.0%N/A0.000%
4/19/2022OTA Financial Group L.P.15,742$548K0.3%+12.9%0.000%
2/24/2022Logan Stone Capital LLC7,320$223K0.2%N/A0.000%
2/14/2022Clough Capital Partners L P37,100$1.13M0.1%N/A0.000%
2/14/2022Bulldog Investors LLP84,225$2.57M0.7%+197.1%0.000%
2/10/2022Private Advisor Group LLC12,225$373K0.0%-52.0%0.000%
2/3/2022Advisor Group Holdings Inc.7,739$236K0.0%-45.3%0.000%
11/15/2021Rivernorth Capital Management LLC50,415$1.60M0.1%N/A0.000%
11/12/2021Bulldog Investors LLP28,351$901K0.3%N/A0.000%
11/12/2021Sit Investment Associates Inc.31,168$991K0.0%+11,192.8%0.000%
11/8/2021Matisse Capital44,005$1.40M0.5%-33.4%0.000%
11/5/2021Advisor Group Holdings Inc.14,156$450K0.0%-80.4%0.000%
10/14/2021Private Advisor Group LLC25,450$810K0.0%+117.5%0.000%
10/13/2021FNY Investment Advisers LLC1,900$60K0.0%-36.7%0.000%
10/12/2021OTA Financial Group L.P.13,948$443K0.5%-9.7%0.000%
8/17/2021Invesco Ltd.24,820$732K0.0%-19.5%0.000%
8/16/2021Royal Bank of Canada29,235$863K0.0%-8.1%0.000%
8/16/2021Morgan Stanley150,546$4.44M0.0%+27.5%0.000%
8/16/20211607 Capital Partners LLC6,441$190K0.0%N/A0.000%
8/13/2021Kayne Anderson Capital Advisors LP21,995$649K0.0%-35.1%0.000%
8/13/2021LPL Financial LLC8,396$248K0.0%N/A0.000%
8/12/2021Private Advisor Group LLC11,700$345K0.0%+36.8%0.000%
(Data available from 1/1/2016 forward)

SRV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SRV shares?

During the previous two years, 25 institutional investors and hedge funds held shares of NXG Cushing Midstream Energy Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($9.36M), LPL Financial LLC ($2.73M), Cambridge Investment Research Advisors Inc. ($1.54M), J.W. Cole Advisors Inc. ($1.44M), Osaic Holdings Inc. ($1.41M), Cornerstone Advisors LLC ($1.08M), and Stifel Financial Corp ($900K).Learn more on NXG Cushing Midstream Energy Fund's institutional investors.

Which institutional investors have been buying NXG Cushing Midstream Energy Fund's stock?

Of the 25 institutional investors that purchased NXG Cushing Midstream Energy Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($284.93K), J.W. Cole Advisors Inc. ($33.96K), Strategic Financial Concepts LLC ($26.69K), Cornerstone Advisors LLC ($25.53K), LPL Financial LLC ($11.64K), Virtu Financial LLC ($10.20K), and Axxcess Wealth Management LLC ($8.68K).

How much institutional buying is happening at NXG Cushing Midstream Energy Fund?

Institutional investors have bought a total of 453,768 shares in the last 24 months. This purchase volume represents approximately $20.06M in transactions.

Which of NXG Cushing Midstream Energy Fund's major shareholders have been selling company stock?

The following institutional investors have sold NXG Cushing Midstream Energy Fund stock in the last 24 months: Sit Investment Associates Inc. ($79.71K), Level Four Advisory Services LLC ($2.53K), Axxcess Wealth Management LLC ($1.21K), and Janney Montgomery Scott LLC ($1.18K).

How much institutional selling is happening at NXG Cushing Midstream Energy Fund?

Institutional investors have sold a total of 84,625 shares in the last 24 months. This volume of shares sold represents approximately $3.72M in transactions.


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This page (NYSE:SRV) was last updated on 9/13/2025 by MarketBeat.com Staff
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