NXG Cushing Midstream EnergySRV
13F holders, Q2 2026 (June 30)38holders +3
10new positions
8sold out
$50.09avg. 13F price*
At the end of Q2 2026, 38 institutions reported holding NXG Cushing Midstream Energy (SRV) in their 13F filings, up 3 from Q1 2026. 10 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($4.8M), Osaic Holdings, Inc. ($2.9M) and Morgan Stanley ($2.8M).
- Company
- NXG Cushing Midstream Energy
- CUSIP
- 231631300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.0M |
| Exits | 8 | $6.7M |
All 13F filers, Q1 2026 → Q2 2026: 172,799 shares bought and 173,903 shares sold, net −1,104 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| LPL Financial LLC | 0.00% | Add +22.5% | 95,446 | $4.8M |
| Osaic Holdings, Inc. | 0.00% | Add +11.5% | 57,274 | $2.9M |
| Morgan Stanley | 0.00% | Add +8.7% | 55,520 | $2.8M |
| NWF Advisory Services Inc. | 0.19% | Add +26.0% | 40,510 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 36,866 | $1.8M |
| Summit Financial, LLC | 0.02% | Reduce -25.9% | 36,848 | $1.8M |
| Everstar Asset Management, LLC | 0.62% | New | 25,819 | $1.3M |
| Focus Financial Network, Inc. | 0.04% | Add +23.4% | 24,001 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +64.2% | 19,857 | $995K |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 19,830 | $993K |
| UBS Group AG | 0.00% | Add +10.8% | 19,399 | $972K |
| Invesco Ltd. | 0.00% | Add +75.5% | 18,817 | $943K |
| Advisory Solutions Group, LLC | 0.26% | — | 15,383 | $771K |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.7% | 14,672 | $735K |
| Jane Street Group, LLC | 0.00% | Add +2.5% | 14,303 | $716K |
| XTX Topco Ltd | 0.01% | Add +38.3% | 10,790 | $540K |
| Private Advisor Group, LLC | 0.00% | Add +19.4% | 10,576 | $530K |
| IMC-Chicago, LLC | 0.00% | New | 10,298 | $516K |
| NewEdge Advisors, LLC | 0.00% | Add +32.4% | 10,101 | $506K |
| Baird Financial Group, Inc. | 0.00% | Add +1.5% | 9,930 | $497K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +3.2% | 9,585 | $480K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,003 | $451K |
| Symphony Financial Services, Inc. | 0.15% | Add +15.8% | 6,566 | $329K |
| Axxcess Wealth Management, LLC | 0.00% | New | 5,905 | $296K |
| Kovack Advisors, Inc. | 0.01% | New | 5,624 | $281K |
| Nicolet Bankshares Inc. | 0.01% | New | 5,468 | $274K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -20.8% | 5,442 | $273K |
| Wedbush Securities Inc. | 0.01% | No change | 5,240 | $262K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 5,000 | $250K |
| CoreCap Advisors, LLC | 0.01% | Reduce -63.1% | 4,850 | $243K |
| Colonial Trust Co / SC | 0.02% | Add +15.9% | 3,648 | $183K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 2,276 | $114K |
| Fifth Third Bancorp | 0.00% | No change | 562 | $28K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 238 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | New | 200 | $10K |
| Signaturefd, LLC | 0.00% | New | 175 | $9K |
| Financial Consulate, Inc. | 0.00% | No change | 100 | $5K |
| Allworth Financial LP | 0.00% | New | 21 | $1K |
"% of holder's portfolio" is SRV's weight in each manager's 13F, not the share of NXG Cushing Midstream Energy the manager owns.