KFP
SRV

Keener Financial Planning’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-1,104
Closed -$50K – 186
2025
Q3 		$50K Buy
+1,104
New +$47.8K 0.02% 103

Other funds holding SRV

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Keener Financial Planning's SRV Position: Q4 2025 in Review

Keener Financial Planning sold out of NXG Cushing Midstream Energy Fund (SRV) in Q4 2025, closing a stake of 1,104 shares — an estimated $50K sold.

Keener Financial Planning first reported a position in SRV in Q3 2025 and held it in 1 quarter. The position peaked at $50K in Q3 2025. 31 funds tracked by Wall St. Rank hold SRV as of Q4 2025.

  • Keener Financial Planning reported no remaining NXG Cushing Midstream Energy Fund position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 1,104 NXG Cushing Midstream Energy Fund shares in Q4 2025, an estimated $50K.
  • Keener Financial Planning first reported a position in NXG Cushing Midstream Energy Fund in Q3 2025 and held it in 1 quarter.
  • Keener Financial Planning's NXG Cushing Midstream Energy Fund position peaked at $50K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.