NXG Cushing Midstream EnergySRV
13F holders, Q2 2024 (June 30)23holders +1
3new positions
2sold out
$38.96avg. 13F price*
At the end of Q2 2024, 23 institutions reported holding NXG Cushing Midstream Energy (SRV) in their 13F filings, up 1 from Q1 2024. 3 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($2.3M), LPL Financial LLC ($1.8M) and Stifel Financial Corp. ($583K).
- Company
- NXG Cushing Midstream Energy
- CUSIP
- 231631300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $258K |
| Exits | 2 | $163K |
All 13F filers, Q1 2024 → Q2 2024: 33,901 shares bought and 30,516 shares sold, net +3,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Morgan Stanley | 0.00% | Reduce -9.1% | 56,624 | $2.3M |
| LPL Financial LLC | 0.00% | Add +26.6% | 44,517 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -14.8% | 14,059 | $583K |
| Royal Bank of Canada | 0.00% | No change | 12,009 | $498K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 7,117 | $295K |
| Sit Investment Associates Inc. | 0.01% | Reduce -71.6% | 6,746 | $280K |
| Commonwealth Equity Services, LLC | 0.00% | Add +28.3% | 6,680 | $277K |
| UBS Group AG | 0.00% | Reduce -2.6% | 6,431 | $267K |
| Janney Montgomery Scott LLC | 0.00% | Add +28.6% | 6,355 | $264K |
| HighPoint Advisor Group LLC | 0.01% | No change | 5,823 | $249K |
| Baird Financial Group, Inc. | 0.00% | New | 5,819 | $241K |
| Wedbush Securities Inc. | 0.01% | No change | 5,350 | $222K |
| Osaic Holdings, Inc. | 0.00% | Add +5.5% | 5,144 | $213K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,023 | $167K |
| Colonial Trust Co / SC | 0.02% | No change | 3,148 | $131K |
| PNC Financial Services Group, Inc. | 0.00% | Add +217.1% | 2,997 | $124K |
| PSI Advisors, LLC | 0.02% | Add +27.0% | 1,175 | $49K |
| Comerica Bank | 0.00% | No change | 607 | $25K |
| Global Retirement Partners, LLC | 0.00% | New | 400 | $17K |
| Wells Fargo & Company | 0.00% | Reduce -92.9% | 100 | $4K |
| Bank of America Corp. | 0.00% | Add +32.0% | 99 | $4K |
| Venturi Wealth Management, LLC | 0.00% | No change | 26 | $1K |
| Strategic Financial Concepts, LLC | 0.00% | New | 12,843 | $300 |
"% of holder's portfolio" is SRV's weight in each manager's 13F, not the share of NXG Cushing Midstream Energy the manager owns.