NXG Cushing Midstream EnergySRV
13F holders, Q1 2024 (March 31)22holders
$41.27avg. 13F price*
At the end of Q1 2024, 22 institutions reported holding NXG Cushing Midstream Energy (SRV) in their 13F filings. The largest holders were Morgan Stanley ($2.6M), LPL Financial LLC ($1.4M) and Sit Investment Associates Inc. ($978K).
- Company
- NXG Cushing Midstream Energy
- CUSIP
- 231631300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $947K |
| Exits | 6 | $3.3M |
Ownership 22 holders
| Morgan Stanley | 0.00% | Reduce -1.7% | 62,299 | $2.6M |
| LPL Financial LLC | 0.00% | Add +9.6% | 35,161 | $1.4M |
| Sit Investment Associates Inc. | 0.02% | Reduce -90.4% | 23,728 | $978K |
| Stifel Financial Corp. | 0.00% | Add +2.9% | 16,492 | $680K |
| Royal Bank of Canada | 0.00% | Reduce -2.3% | 12,009 | $495K |
| Axxcess Wealth Management, LLC | 0.01% | New | 7,117 | $293K |
| UBS Group AG | 0.00% | Reduce -25.6% | 6,601 | $272K |
| HighPoint Advisor Group LLC | 0.02% | No change | 5,823 | $248K |
| Wedbush Securities Inc. | 0.01% | New | 5,350 | $221K |
| Commonwealth Equity Services, LLC | 0.00% | New | 5,206 | $215K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,942 | $204K |
| Osaic Holdings, Inc. | 0.00% | Add +15.1% | 4,874 | $201K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,023 | $166K |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 0.01% | No change | 3,656 | $151K |
| Colonial Trust Co / SC | 0.02% | No change | 3,148 | $130K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 1,400 | $58K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 945 | $39K |
| PSI Advisors, LLC | 0.01% | No change | 925 | $38K |
| Comerica Bank | 0.00% | Add +8.0% | 607 | $25K |
| CoreCap Advisors, LLC | 0.00% | New | 300 | $12K |
| Bank of America Corp. | 0.00% | No change | 75 | $3K |
| Venturi Wealth Management, LLC | 0.00% | New | 26 | $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.