NXG Cushing Midstream EnergySRV
13F holders, Q3 2025 (September 30)33holders +2
9new positions
7sold out
$45.88avg. 13F price*
At the end of Q3 2025, 33 institutions reported holding NXG Cushing Midstream Energy (SRV) in their 13F filings, up 2 from Q2 2025. 9 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($3.5M), Morgan Stanley ($2.5M) and Summit Financial, LLC ($2.0M).
- Company
- NXG Cushing Midstream Energy
- CUSIP
- 231631300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.4M |
| Exits | 7 | $559K |
All 13F filers, Q2 2025 → Q3 2025: 57,468 shares bought and 45,618 shares sold, net +11,850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| LPL Financial LLC | 0.00% | Add +9.2% | 75,130 | $3.5M |
| Morgan Stanley | 0.00% | Add +3.4% | 54,607 | $2.5M |
| Summit Financial, LLC | 0.03% | Add +20.4% | 43,278 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +11.6% | 37,895 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.6% | 31,311 | $1.4M |
| Cornerstone Advisors, LLC | 0.04% | Add +2.0% | 26,028 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +3.3% | 19,827 | $911K |
| UBS Group AG | 0.00% | Reduce -63.3% | 17,730 | $815K |
| Royal Bank of Canada | 0.00% | No change | 12,044 | $553K |
| NWF Advisory Services Inc. | 0.06% | Add +57.4% | 11,240 | $516K |
| Consolidated Portfolio Review Corp | 0.06% | New | 9,862 | $453K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.8% | 7,653 | $352K |
| Focus Financial Network, Inc. | 0.01% | New | 7,512 | $345K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.2% | 7,009 | $322K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 6,964 | $320K |
| Private Advisor Group, LLC | 0.00% | Add +9.4% | 6,131 | $282K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 5,905 | $271K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,891 | $271K |
| Jane Street Group, LLC | 0.00% | New | 5,528 | $254K |
| Wedbush Securities Inc. | 0.01% | No change | 5,240 | $241K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 5,204 | $239K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,023 | $185K |
| Colonial Trust Co / SC | 0.02% | No change | 3,148 | $145K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,997 | $138K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,950 | $90K |
| Keener Financial Planning LLC | 0.02% | New | 1,104 | $50K |
| Parkside Financial Bank & Trust | 0.00% | New | 1,000 | $46K |
| Comerica Bank | 0.00% | No change | 593 | $27K |
| Rockefeller Capital Management L.P. | 0.00% | New | 250 | $11K |
| Atlantic Union Bankshares Corp | 0.00% | New | 238 | $11K |
| NFSG Corp | 0.00% | No change | 20 | $919 |
| Advisory Services Network, LLC | 0.00% | New | 20 | $919 |
| Wells Fargo & Company | 0.00% | Reduce -87.5% | 1 | $62 |
"% of holder's portfolio" is SRV's weight in each manager's 13F, not the share of NXG Cushing Midstream Energy the manager owns.