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SRV

NXG Cushing Midstream Energy Fund
SRV

31 hedge funds and large institutions have $34.8M invested in NXG Cushing Midstream Energy Fund in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

81% more capital invested

Capital invested by funds: $19.1M → $34.8M (+$15.6M)

10.94% more ownership

Funds ownership: 9.66% → 20.6% (+11%)

6% less funds holding

Funds holding: 33 → 31 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
4
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$13.5M
2
AIA
Absolute Investment Advisers
Florida
+$3.15M
3
KA
Kovack Advisors
Florida
+$2.2M
4
Morgan Stanley
Morgan Stanley
New York
+$736K
5
QL
Quarry LP
New York
+$641K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$1.2M
2
CPRC
Consolidated Portfolio Review Corp
New York
-$453K
3
LFAS
Level Four Advisory Services
Texas
-$322K
4
HAG
HighPoint Advisor Group
Illinois
-$271K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$138K
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
26
Colonial Trust
South Carolina
$123K – – –
CA
27
CoreCap Advisors
Michigan
$76.1K – – –
Comerica Bank
28
Comerica Bank
Texas
$21.9K -$1.3K -31 -5%
AUB
29
Atlantic Union Bankshares
Virginia
$9.29K – – –
FC
30
Financial Consulate
Maryland
$3.9K +$4.19K +100 New
Wells Fargo
31
Wells Fargo
California
$53 – – –
CA
32
Cornerstone Advisors
North Carolina
– -$1.2M -26,028 Closed
CPRC
33
Consolidated Portfolio Review Corp
New York
– -$453K -9,862 Closed
LFAS
34
Level Four Advisory Services
Texas
– -$322K -7,009 Closed
HAG
35
HighPoint Advisor Group
Illinois
– -$271K -5,891 Closed
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
– -$138K -2,997 Closed
KFP
37
Keener Financial Planning
Texas
– -$50K -1,104 Closed
PFBT
38
Parkside Financial Bank & Trust
Missouri
– -$46K -1,000 Closed
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
– -$11.5K -250 Closed
ASN
40
Advisory Services Network
Georgia
– -$919 -20 Closed
NFSG
41
Newbridge Financial Services Group
Florida
– -$919 -20 Closed
1
2

SRV Hedge Fund Activity: Q4 2025 in Review

31 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q4 2025, worth a combined $34.8M — up 81% from $19.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SRV and 8 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 12 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $13.5M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $1.2M sold.

  • 31 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q4 2025, down from 33 in Q3 2025.
  • Funds reported $34.8M of NXG Cushing Midstream Energy Fund stock for Q4 2025, up 81% quarter-over-quarter.
  • 8 funds opened new NXG Cushing Midstream Energy Fund positions in Q4 2025 and 10 closed out, a net change of -2 holders.
  • The largest NXG Cushing Midstream Energy Fund buyer in Q4 2025 was Sit Investment Associates, an estimated $13.5M added.
  • The largest NXG Cushing Midstream Energy Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2025.