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NXG Cushing Midstream Energy Fund

SRV
Exchange
NYSE
SEC CIK
0001400897

In the last 90 days, NXG Cushing Midstream Energy Fund insiders filed 0 open-market purchases and 2 sales; 38 institutions reported holding it in 13F filings for Q2 2026, worth $30.9M in total; no superinvestor holds it.

Q3 2024 vs. Q2 2024

How the institutions holding NXG Cushing Midstream Energy Fund changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of SRV: Q2 2024 compared with Q3 2024
MeasureQ2 2024Q3 2024Change
Holders23230
Shares208.1K218.9K+10.8K (+5.2%)
Value$8.41M$9.83M+$1.42M (+16.9%)

New holders (4)

Institutions that held NXG Cushing Midstream Energy Fund at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to SRV in Q3 2024
InstitutionSharesValue% of portfolio
J.W. Cole Advisors, Inc.12,655$569.6K0.02%
NWF Advisory Services Inc.4,480$201.6K0.03%
CoreCap Advisors, LLC1,950$87.8K0.00%
Barrett & Company, Inc.25$1.13K0.00%

Sold out (4)

Institutions that held NXG Cushing Midstream Energy Fund at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of SRV in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Strategic Financial Concepts, LLC12,843$300.0K
Baird Financial Group, Inc.5,819$241.4K
Global Retirement Partners, LLC400$16.6K
Bank of America Corp99$4.11K