NXG Cushing Midstream EnergySRV
13F holders, Q4 2024 (December 31)27holders +4
5new positions
2sold out
$44.50avg. 13F price*
At the end of Q4 2024, 27 institutions reported holding NXG Cushing Midstream Energy (SRV) in their 13F filings, up 4 from Q3 2024. 5 opened new positions and 2 sold out. The largest holders were Sit Investment Associates Inc. ($13.0M), UBS Group AG ($3.7M) and Morgan Stanley ($2.7M).
- Company
- NXG Cushing Midstream Energy
- CUSIP
- 231631300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.0M |
| Exits | 2 | $203K |
All 13F filers, Q3 2024 → Q4 2024: 434,058 shares bought and 6,435 shares sold, net +427,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Sit Investment Associates Inc. | 0.30% | Add +3678.4% | 292,675 | $13.0M |
| UBS Group AG | 0.00% | Add +1206.3% | 84,009 | $3.7M |
| Morgan Stanley | 0.00% | Add +5.7% | 61,714 | $2.7M |
| LPL Financial LLC | 0.00% | Add +10.3% | 55,781 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 26,488 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +71.1% | 21,657 | $963K |
| Stifel Financial Corp. | 0.00% | Add +44.0% | 20,244 | $900K |
| Royal Bank of Canada | 0.00% | No change | 12,234 | $544K |
| Osaic Holdings, Inc. | 0.00% | Add +17.6% | 8,250 | $367K |
| Level Four Advisory Services, LLC | 0.01% | New | 7,809 | $347K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 6,817 | $303K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -9.0% | 6,477 | $288K |
| HighPoint Advisor Group LLC | 0.01% | No change | 5,823 | $272K |
| Private Advisor Group, LLC | 0.00% | New | 5,750 | $256K |
| Wedbush Securities Inc. | 0.01% | No change | 5,240 | $233K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.5% | 5,179 | $230K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 4,964 | $221K |
| Bison Wealth, LLC | 0.03% | — | 4,760 | $212K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,023 | $179K |
| CoreCap Advisors, LLC | 0.01% | Add +65.4% | 3,225 | $143K |
| Colonial Trust Co / SC | 0.02% | No change | 3,148 | $140K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,997 | $133K |
| PSI Advisors, LLC | 0.02% | Add +16.3% | 1,250 | $56K |
| Comerica Bank | 0.00% | No change | 607 | $27K |
| Bank of America Corp. | 0.00% | New | 147 | $7K |
| Venturi Wealth Management, LLC | 0.00% | No change | 26 | $1K |
| Wells Fargo & Company | 0.00% | Add +100.0% | 2 | $72 |
"% of holder's portfolio" is SRV's weight in each manager's 13F, not the share of NXG Cushing Midstream Energy the manager owns.