Across its top 20 institutional holders, SRV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 31/100).

Quarterly Activity

Recent Activity

+$19.5M

Total Buy Value

$10.4M

Total Sell Value

New buy11

Trim5

Add13

Sold out7

Net Buyers

Net Sellers

Smart Money Convergence

SRV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-13

2026-07-13

NXG Cushing Midstream Energy Fund (SRV) entered into a distribution agreement with Foreside Fund Services to sell up to 1.5 million common shares in at-the-market offerings. It also appointed UBS Securities as a sub-placement agent. The minimum price for any sale is the fund's net asset value per share plus the commission.

View Full Filing (SEC EDGAR)

2026-07-10

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

231631300

FAQ

Who are the top institutional investors holding NXG CUSHING MIDSTREAM ENERGY (SRV)?

Major stakeholders currently include Absolute Investment Advisers, LLC ($4.4M), LPL Financial LLC ($3.5M), Osaic Holdings, INC. ($2.3M). Based on the latest 13F filings, there are a total of 35 tracked investment funds and institutions maintaining positions in SRV.

What is the overall institutional sentiment toward SRV recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $8.3M, driven by 24 managers accumulating shares while 12 reduced their exposure.

Which institutions have been selling or reducing their SRV positions?

In the latest period, 5 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $10.4M.

Are there any notable investors adding SRV to their portfolios?

Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 13 existing holders added to their shares. The total reported buy value for the quarter amounted to $19.5M.