NXG Cushing Midstream EnergySRV
13F holders, Q4 2025 (December 31)31holders −2
8new positions
10sold out
$39.04avg. 13F price*
At the end of Q4 2025, 31 institutions reported holding NXG Cushing Midstream Energy (SRV) in their 13F filings, down 2 from Q3 2025. 8 opened new positions and 10 sold out. The largest holders were Sit Investment Associates Inc. ($12.6M), Absolute Investment Advisers, LLC ($2.9M) and LPL Financial LLC ($2.9M).
- Company
- NXG Cushing Midstream Energy
- CUSIP
- 231631300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $18.8M |
| Exits | 10 | $2.5M |
All 13F filers, Q3 2025 → Q4 2025: 531,656 shares bought and 58,801 shares sold, net +472,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Sit Investment Associates Inc. | 0.25% | New | 323,176 | $12.6M |
| Absolute Investment Advisers, LLC | 0.33% | New | 75,280 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -1.2% | 74,207 | $2.9M |
| Morgan Stanley | 0.00% | Add +32.2% | 72,185 | $2.8M |
| Kovack Advisors, Inc. | 0.10% | New | 52,643 | $2.1M |
| Summit Financial, LLC | 0.03% | Add +17.5% | 50,867 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +17.5% | 36,792 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -3.4% | 36,603 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +2.5% | 20,328 | $794K |
| NWF Advisory Services Inc. | 0.07% | Add +38.3% | 15,540 | $607K |
| UBS Group AG | 0.00% | Reduce -13.4% | 15,356 | $600K |
| Quarry LP | 0.10% | New | 15,305 | $598K |
| Royal Bank of Canada | 0.00% | Add +3.3% | 12,444 | $486K |
| Focus Financial Network, Inc. | 0.02% | Add +61.1% | 12,102 | $473K |
| Commonwealth Equity Services, LLC | 0.00% | Add +38.0% | 10,557 | $412K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +33.3% | 9,285 | $363K |
| Private Advisor Group, LLC | 0.00% | Add +13.5% | 6,956 | $272K |
| Jane Street Group, LLC | 0.00% | Add +21.6% | 6,724 | $263K |
| Janney Montgomery Scott LLC | 0.00% | Add +20.7% | 6,280 | $245K |
| Axxcess Wealth Management, LLC | 0.00% | No change | 5,905 | $231K |
| Susquehanna International Group, LLP | 0.00% | New | 5,839 | $228K |
| Symphony Financial Services, Inc. | 0.11% | New | 5,294 | $207K |
| Envestnet Asset Management Inc. | 0.00% | New | 5,258 | $205K |
| Wedbush Securities Inc. | 0.01% | No change | 5,240 | $205K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,023 | $157K |
| Colonial Trust Co / SC | 0.02% | No change | 3,148 | $123K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,950 | $76K |
| Comerica Bank | 0.00% | Reduce -5.2% | 562 | $22K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 238 | $9K |
| Financial Consulate, Inc. | 0.00% | New | 100 | $4K |
| Wells Fargo & Company | 0.00% | No change | 1 | $53 |
"% of holder's portfolio" is SRV's weight in each manager's 13F, not the share of NXG Cushing Midstream Energy the manager owns.