SRV

NXG Cushing Midstream Energy Fund
SRV

Overview Fund Activity

30 hedge funds and large institutions have $16.4M invested in NXG Cushing Midstream Energy Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
1
Summit Financial
New Jersey
$1.52M
2
CA
2
Cornerstone Advisors
North Carolina
$1.08M
3
WAM
3
Wolverine Asset Management
Illinois
$284K
4
LPL Financial
4
LPL Financial
California
$2.91M
5
JWCA
5
J.W. Cole Advisors
Florida
$1.44M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$0
3
UBS Group
3
UBS Group
Switzerland
$2.04M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.24M
5
CIA
5
Concurrent Investment Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.91M 68,799 +6,603 +11%
Morgan Stanley
2
Morgan Stanley
New York
$2.24M 52,821 -10,245 -16%
UBS Group
3
UBS Group
Switzerland
$2.04M 48,259 -28,745 -37%
SF
4
Summit Financial
New Jersey
$1.52M 35,932 +35,932 New
JWCA
5
J.W. Cole Advisors
Florida
$1.44M 33,955 +5,672 +20%
CA
6
Cornerstone Advisors
North Carolina
$1.08M 25,528 +23,128 +964%
Osaic Holdings
7
Osaic Holdings
Arizona
$981K 22,764 -2,928 -11%
Stifel Financial
8
Stifel Financial
Missouri
$813K 19,199 +20 +0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$510K 12,044 -40 -0.3%
LFAS
10
Level Four Advisory Services
Texas
$296K 6,993 -2,532 -27%
SWA
11
Stratos Wealth Advisors
Ohio
$295K 6,964 +1,800 +35%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$287K 6,787 – –
WAM
13
Wolverine Asset Management
Illinois
$284K 6,702 +6,702 New
AWM
14
Axxcess Wealth Management
California
$250K 5,905 -572 -9%
PAG
15
Private Advisor Group
New Jersey
$237K 5,606 -1,222 -18%
WS
16
Wedbush Securities
California
$222K 5,240 – –
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$219K 5,179 – –
BlackRock
18
BlackRock
New York
$177K 4,187 – –
NA
19
NewEdge Advisors
Louisiana
$170K 4,023 – –
CT
20
Colonial Trust
South Carolina
$133K 3,148 – –
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$127K 2,997 – –
CA
22
CoreCap Advisors
Michigan
$82.6K 1,950 – –
Raymond James Financial
23
Raymond James Financial
Florida
$42.4K 1,000 +1,000 New
EC
24
Elequin Capital
New York
$39.9K 942 +942 New
Comerica Bank
25
Comerica Bank
Texas
$25.1K 593 -14 -2%
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