NXG Cushing Midstream Energy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 99.78 K | $4.44 M | 32.54% | 2.14% |
| LPL FINANCIAL LLC | 05/06/2026 | 77.92 K | $3.47 M | 5.00% | 1.67% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 51.37 K | $2.29 M | 39.63% | 1.10% |
| MORGAN STANLEY | 05/15/2026 | 51.10 K | $2.27 M | -29.21% | 1.09% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 49.74 K | $2.21 M | -2.22% | 1.07% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 32.16 K | $1.43 M | 106.95% | 0.69% |
| QUARRY LP | 05/15/2026 | 26.00 K | $1.16 M | 69.89% | 0.56% |
| FOCUS FINANCIAL NETWORK, INC. | 04/14/2026 | 19.45 K | $865.29 K | 60.71% | 0.42% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 19.37 K | $861.77 K | -4.71% | 0.42% |
| UBS GROUP AG | 05/05/2026 | 17.51 K | $778.84 K | 14.00% | 0.38% |
| JANE STREET GROUP, LLC | 05/12/2026 | 13.96 K | $620.95 K | 107.57% | 0.30% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 13.15 K | $585.04 K | 574.36% | 0.28% |
| ROYAL BANK OF CANADA | 05/15/2026 | 12.09 K | $538.00 K | -2.81% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 11.86 K | $527.57 K | 12.32% | 0.25% |
| INVESCO LTD. | 05/12/2026 | 10.72 K | $476.98 K | 100.00% | 0.23% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 9.78 K | $435.25 K | 100.00% | 0.21% |
| STRATOS WEALTH ADVISORS, LLC | 04/28/2026 | 9.29 K | $413.09 K | 0.00% | 0.20% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 8.86 K | $394.01 K | 27.31% | 0.19% |
| TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 05/05/2026 | 8.16 K | $362.91 K | 100.00% | 0.17% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 7.99 K | $356.00 K | 100.00% | 0.17% |
| XTX TOPCO LTD | 05/15/2026 | 7.80 K | $347.07 K | 100.00% | 0.17% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 7.63 K | $339.34 K | 89.58% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 6.88 K | $306.00 K | 9.47% | 0.15% |
| SYMPHONY FINANCIAL SERVICES, INC. | 05/07/2026 | 5.67 K | $252.33 K | 7.14% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 5.33 K | $237.31 K | -8.65% | 0.11% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 5.24 K | $233.00 K | 0.00% | 0.11% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 5.00 K | $222.45 K | 100.00% | 0.11% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 3.84 K | $170.62 K | 100.00% | 0.08% |
| COLONIAL TRUST CO / SC | 05/12/2026 | 3.15 K | $140.06 K | 0.00% | 0.07% |
| FIFTH THIRD BANCORP | 05/01/2026 | 562 | $25.00 K | 100.00% | 0.01% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 238 | $10.59 K | 0.00% | 0.01% |
| OSBON CAPITAL MANAGEMENT LLC | 05/15/2026 | 158 | $7.03 K | 100.00% | 0.00% |
| FINANCIAL CONSULATE, INC | 04/21/2026 | 100 | $4.45 K | 0.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 22 | $979 | 100.00% | 0.00% |
| CWM, LLC | 05/14/2026 | 6 | $267 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| J.W. COLE ADVISORS, INC. | 04/23/2026 | 0 | $0 | -100.00% | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 0 | $0 | -100.00% | 0.00% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| AXXCESS WEALTH MANAGEMENT, LLC | 04/29/2026 | 0 | $0 | -100.00% | 0.00% |
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NXG Cushing Midstream Energy Fund institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of NXG Cushing Midstream Energy Fund. The most heavily invested institutionals were:
ABSOLUTE INVESTMENT ADVISERS, LLC: 99,777
LPL Financial LLC: 77,920
ADVISOR GROUP HOLDINGS, INC.: 51,372
MORGAN STANLEY: 51,102
Summit Financial, LLC: 49,740
NWF Advisory Services Inc.: 32,160
12.89% of NXG Cushing Midstream Energy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 602.49 K shares in the last 24 months. This purchase volume represents approximately $25.79 M in transactions.