Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
4.35M
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
619K
-
Shares change
-
-32.3K
-
Total reported value, excl. options
-
$27.2M
-
Value change
-
-$1.42M
-
Number of buys
-
14
-
Number of sells
-
-9
-
Price
-
$43.95
Significant Holders of NXG Cushing Midstream Energy Fund - Common Stock (SRV) as of Q1 2025
31 filings reported holding SRV - NXG Cushing Midstream Energy Fund - Common Stock as of Q1 2025.
NXG Cushing Midstream Energy Fund - Common Stock (SRV) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 619K shares
of 4.35M outstanding shares and own 14.24% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (213K shares), UBS Group AG (77K shares), MORGAN STANLEY (63.1K shares), LPL Financial LLC (62.2K shares), Cambridge Investment Research Advisors, Inc. (35K shares), J.W. COLE ADVISORS, INC. (28.3K shares), OSAIC HOLDINGS, INC. (25.7K shares), STIFEL FINANCIAL CORP (19.2K shares), Royal Bank of Canada (12.1K shares), and LEVEL FOUR ADVISORY SERVICES, LLC (9.53K shares).
This table shows the top 28 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.