SRV

NXG Cushing Midstream Energy Fund
SRV

Overview Fund Activity

27 hedge funds and large institutions have $29M invested in NXG Cushing Midstream Energy Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$12.7M
2
UBS Group
UBS Group
Switzerland
+$3.45M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.18M
4
JWCA
J.W. Cole Advisors
Florida
+$400K
5
LFAS
Level Four Advisory Services
Texas
+$347K

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$52.2K
2
AWM
Axxcess Wealth Management
California
-$28.5K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.07K
4
BC
Barrett & Company
Rhode Island
-$1.13K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
26
Venturi Wealth Management
Texas
$1.16K – – –
Wells Fargo
27
Wells Fargo
California
$72 +$36 +1 +100%
BC
28
Barrett & Company
Rhode Island
– -$1.13K -25 Closed
1
2