Everstar Asset Management’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Everstar Asset Management’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	$1.29M	Buy	+25,819	New	+$1.22M	0.62%	41

Other funds holding SRV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Everstar Asset Management's SRV Position: Q2 2026 in Review

Everstar Asset Management opened a new position in NXG Cushing Midstream Energy Fund (SRV) in Q2 2026: 25,819 shares worth $1.29M. The stake represents 0.62% of the portfolio and ranks #41 among its holdings.

38 funds tracked by Wall St. Rank hold SRV as of Q2 2026.

Everstar Asset Management held 25,819 shares of NXG Cushing Midstream Energy Fund worth $1.29M as of Q2 2026.
NXG Cushing Midstream Energy Fund was a new Everstar Asset Management position in Q2 2026.
NXG Cushing Midstream Energy Fund made up 0.62% of Everstar Asset Management's portfolio in Q2 2026, its #41 holding.
38 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.