NXG Cushing Midstream EnergySRV
13F holders, Q2 2025 (June 30)31holders +3
7new positions
6sold out
$42.35avg. 13F price*
At the end of Q2 2025, 31 institutions reported holding NXG Cushing Midstream Energy (SRV) in their 13F filings, up 3 from Q1 2025. 7 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($2.9M), Morgan Stanley ($2.2M) and UBS Group AG ($2.0M).
- Company
- NXG Cushing Midstream Energy
- CUSIP
- 231631300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.2M |
| Exits | 6 | $11.7M |
All 13F filers, Q1 2025 → Q2 2025: 96,546 shares bought and 310,238 shares sold, net −213,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| LPL Financial LLC | 0.00% | Add +10.6% | 68,799 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -16.2% | 52,821 | $2.2M |
| UBS Group AG | 0.00% | Reduce -37.3% | 48,259 | $2.0M |
| Summit Financial, LLC | 0.03% | New | 35,932 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +20.1% | 33,955 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +29.2% | 33,184 | $1.4M |
| Cornerstone Advisors, LLC | 0.04% | Add +963.7% | 25,528 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 19,199 | $813K |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 12,044 | $510K |
| NWF Advisory Services Inc. | 0.04% | New | 7,140 | $302K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -26.6% | 6,993 | $296K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +34.9% | 6,964 | $295K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 6,787 | $287K |
| Wolverine Asset Management LLC | 0.02% | New | 6,702 | $284K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -8.8% | 5,905 | $250K |
| Private Advisor Group, LLC | 0.00% | Reduce -17.9% | 5,606 | $237K |
| Wedbush Securities Inc. | 0.01% | No change | 5,240 | $222K |
| Janney Montgomery Scott LLC | 0.00% | No change | 5,179 | $219K |
| BlackRock, Inc. | 0.00% | No change | 4,187 | $177K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,023 | $170K |
| Colonial Trust Co / SC | 0.02% | No change | 3,148 | $133K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,997 | $127K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,950 | $83K |
| Raymond James Financial Inc. | 0.00% | New | 1,000 | $42K |
| Elequin Capital, LP | 0.01% | New | 942 | $40K |
| Comerica Bank | 0.00% | Reduce -2.3% | 593 | $25K |
| Evolution Wealth Management Inc. | 0.01% | — | 216 | $9K |
| Bank of America Corp. | 0.00% | New | 87 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 75 | $3K |
| NFSG Corp | 0.00% | New | 20 | $847 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 8 | $325 |
"% of holder's portfolio" is SRV's weight in each manager's 13F, not the share of NXG Cushing Midstream Energy the manager owns.