Baird Financial Group
SRV

Baird Financial Group’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Baird Financial Group’s Portfolio SRV Stock Details SRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$497K Buy
9,930
+147
+2% +$6.95K ﹤0.01% 1544
2026
Q1 		$435K Buy
+9,783
New +$414K ﹤0.01% 1518
2024
Q3 		– Sell
-5,819
Closed -$241K – 1825
2024
Q2 		$241K Buy
+5,819
New +$244K ﹤0.01% 1619

Other funds holding SRV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Baird Financial Group's SRV Position: Q2 2026 in Review

Baird Financial Group increased its NXG Cushing Midstream Energy Fund (SRV) stake by 1.5% in Q2 2026, buying an estimated $6.95K and bringing the position to 9,930 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Baird Financial Group first reported a position in SRV in Q2 2024 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold SRV as of Q2 2026.

  • Baird Financial Group held 9,930 shares of NXG Cushing Midstream Energy Fund worth $497K as of Q2 2026.
  • Baird Financial Group bought 147 NXG Cushing Midstream Energy Fund shares in Q2 2026, an estimated $6.95K.
  • NXG Cushing Midstream Energy Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1544 holding.
  • Baird Financial Group first reported a position in NXG Cushing Midstream Energy Fund in Q2 2024 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.