NXG Cushing Midstream Energy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 95.45 K | $4.78 M | 22.49% | 1.53% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 57.27 K | $2.87 M | 11.49% | 0.92% |
| MORGAN STANLEY | 08/13/2026 | 55.52 K | $2.78 M | 8.65% | 0.89% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 40.51 K | $2.03 M | 25.96% | 0.65% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 36.87 K | $1.85 M | 100.00% | 0.59% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 36.85 K | $1.85 M | -25.92% | 0.59% |
| EVERSTAR ASSET MANAGEMENT, LLC | 08/03/2026 | 25.82 K | $1.29 M | 100.00% | 0.41% |
| FOCUS FINANCIAL NETWORK, INC. | 07/09/2026 | 24.00 K | $1.20 M | 23.40% | 0.39% |
| ROYAL BANK OF CANADA | 08/14/2026 | 19.86 K | $995.00 K | 64.19% | 0.32% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 19.83 K | $993.29 K | 2.37% | 0.32% |
| UBS GROUP AG | 08/13/2026 | 19.40 K | $971.70 K | 10.81% | 0.31% |
| INVESCO LTD. | 08/14/2026 | 18.82 K | $942.54 K | 75.52% | 0.30% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 15.38 K | $770.53 K | 100.00% | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 14.67 K | $734.90 K | 23.73% | 0.24% |
| JANE STREET GROUP, LLC | 08/14/2026 | 14.30 K | $716.44 K | 2.48% | 0.23% |
| XTX TOPCO LTD | 08/14/2026 | 10.79 K | $540.47 K | 38.32% | 0.17% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 10.58 K | $529.74 K | 19.42% | 0.17% |
| IMC-CHICAGO, LLC | 08/06/2026 | 10.30 K | $515.83 K | 100.00% | 0.17% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 10.10 K | $505.97 K | 32.44% | 0.16% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 9.93 K | $497.39 K | 1.50% | 0.16% |
| STRATOS WEALTH ADVISORS, LLC | 08/11/2026 | 9.59 K | $480.11 K | 3.23% | 0.15% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 9.00 K | $451.00 K | 100.00% | 0.14% |
| SYMPHONY FINANCIAL SERVICES, INC. | 07/22/2026 | 6.57 K | $328.87 K | 15.76% | 0.11% |
| AXXCESS WEALTH MANAGEMENT, LLC | 07/28/2026 | 5.91 K | $295.78 K | 100.00% | 0.09% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 5.62 K | $281.33 K | 100.00% | 0.09% |
| NICOLET BANKSHARES INC | 08/11/2026 | 5.47 K | $273.89 K | 100.00% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 5.44 K | $273.00 K | -20.84% | 0.09% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 5.24 K | $262.00 K | 0.00% | 0.08% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 5.00 K | $250.45 K | 0.00% | 0.08% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 4.85 K | $242.94 K | -63.12% | 0.08% |
| COLONIAL TRUST CO / SC | 08/11/2026 | 3.65 K | $182.73 K | 15.88% | 0.06% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.28 K | $114.01 K | 100.00% | 0.04% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 2.23 K | $111.69 K | 100.00% | 0.04% |
| FIFTH THIRD BANCORP | 08/05/2026 | 562 | $28.15 K | 0.00% | 0.01% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 238 | $11.92 K | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 200 | $10.02 K | 100.00% | 0.00% |
| SIGNATUREFD, LLC | 07/24/2026 | 175 | $8.77 K | 100.00% | 0.00% |
| FINANCIAL CONSULATE, INC | 07/23/2026 | 100 | $5.01 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 21 | $1.05 K | 100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| OSBON CAPITAL MANAGEMENT LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| QUARRY LP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
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NXG Cushing Midstream Energy Fund institutional Ownership - FAQ's
During the previous two years, 51 institutional investors and hedge funds held shares of NXG Cushing Midstream Energy Fund. The most heavily invested institutionals were:
LPL Financial LLC: 95,446
ADVISOR GROUP HOLDINGS, INC.: 57,274
MORGAN STANLEY: 55,520
NWF Advisory Services Inc.: 40,510
J.W. COLE ADVISORS, INC.: 36,866
Summit Financial, LLC: 36,848
9.92% of NXG Cushing Midstream Energy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 619.00 K shares in the last 24 months. This purchase volume represents approximately $26.49 M in transactions.