NXG Cushing Midstream EnergySRV
13F holders, Q1 2025 (March 31)28holders +1
4new positions
2sold out
$43.91avg. 13F price*
At the end of Q1 2025, 28 institutions reported holding NXG Cushing Midstream Energy (SRV) in their 13F filings, up 1 from Q4 2024. 4 opened new positions and 2 sold out. The largest holders were Sit Investment Associates Inc. ($9.4M), UBS Group AG ($3.4M) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $568K |
| Exits | 2 | $8K |
All 13F filers, Q4 2024 → Q1 2025: 57,068 shares bought and 89,405 shares sold, net −32,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Sit Investment Associates Inc. | 0.22% | Reduce -27.2% | 212,970 | $9.4M |
| UBS Group AG | 0.00% | Reduce -8.3% | 77,004 | $3.4M |
| Morgan Stanley | 0.00% | Add +2.2% | 63,066 | $2.8M |
| LPL Financial LLC | 0.00% | Add +11.5% | 62,196 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +32.2% | 35,012 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +30.6% | 28,283 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +211.4% | 25,692 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 19,179 | $843K |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 12,084 | $531K |
| Level Four Advisory Services, LLC | 0.02% | Add +22.0% | 9,525 | $419K |
| Private Advisor Group, LLC | 0.00% | Add +18.8% | 6,828 | $300K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 6,787 | $298K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 6,477 | $285K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 6,253 | $275K |
| Bison Wealth, LLC | 0.02% | Add +10.5% | 5,260 | $231K |
| Wedbush Securities Inc. | 0.01% | No change | 5,240 | $230K |
| HighPoint Advisor Group LLC | 0.01% | No change | 5,823 | $230K |
| Janney Montgomery Scott LLC | 0.00% | No change | 5,179 | $228K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +4.0% | 5,164 | $227K |
| BlackRock, Inc. | 0.00% | New | 4,187 | $184K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,023 | $177K |
| Colonial Trust Co / SC | 0.02% | No change | 3,148 | $138K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,997 | $132K |
| Cornerstone Advisors, LLC | 0.00% | New | 2,400 | $105K |
| CoreCap Advisors, LLC | 0.00% | Reduce -39.5% | 1,950 | $86K |
| PSI Advisors, LLC | 0.02% | Add +24.0% | 1,550 | $68K |
| Comerica Bank | 0.00% | No change | 607 | $27K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 75 | $3K |
"% of holder's portfolio" is SRV's weight in each manager's 13F, not the share of NXG Cushing Midstream Energy the manager owns.