SRV

NXG Cushing Midstream Energy Fund
SRV

Overview Fund Activity

31 hedge funds and large institutions have $16.7M invested in NXG Cushing Midstream Energy Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
5
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$1.52M
2
CA
Cornerstone Advisors
North Carolina
+$979K
3
NAS
NWF Advisory Services
California
+$302K
4
WAM
Wolverine Asset Management
Illinois
+$284K
5
LPL Financial
LPL Financial
California
+$280K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$9.36M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.54M
3
UBS Group
UBS Group
Switzerland
-$1.22M
4
Morgan Stanley
Morgan Stanley
New York
-$434K
5
CIA
Concurrent Investment Advisors
Florida
-$275K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.91M +$280K +6,603 +11%
Morgan Stanley
2
Morgan Stanley
New York
$2.24M -$434K -10,245 -16%
UBS Group
3
UBS Group
Switzerland
$2.04M -$1.22M -28,745 -37%
SF
4
Summit Financial
New Jersey
$1.52M +$1.52M +35,932 New
JWCA
5
J.W. Cole Advisors
Florida
$1.44M +$240K +5,672 +20%
CA
6
Cornerstone Advisors
North Carolina
$1.08M +$979K +23,128 +964%
Osaic Holdings
7
Osaic Holdings
Arizona
$981K -$126K -2,928 -11%
Stifel Financial
8
Stifel Financial
Missouri
$813K +$847 +20 +0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$510K -$1.69K -40 -0.3%
NAS
10
NWF Advisory Services
California
$302K +$302K +7,140 New
LFAS
11
Level Four Advisory Services
Texas
$296K -$107K -2,532 -27%
SWA
12
Stratos Wealth Advisors
Ohio
$295K +$76.2K +1,800 +35%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$287K – – –
WAM
14
Wolverine Asset Management
Illinois
$284K +$284K +6,702 New
AWM
15
Axxcess Wealth Management
California
$250K -$24.2K -572 -9%
PAG
16
Private Advisor Group
New Jersey
$237K -$51.8K -1,222 -18%
WS
17
Wedbush Securities
California
$222K – – –
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$219K – – –
BlackRock
19
BlackRock
New York
$177K – – –
NA
20
NewEdge Advisors
Louisiana
$170K – – –
CT
21
Colonial Trust
South Carolina
$133K – – –
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$127K – – –
CA
23
CoreCap Advisors
Michigan
$82.6K – – –
Raymond James Financial
24
Raymond James Financial
Florida
$42.4K +$42.4K +1,000 New
EC
25
Elequin Capital
New York
$39.9K +$39.9K +942 New
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