NXG Cushing Midstream Energy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 323.18 K | $12.62 M | 100.00% | 7.22% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 75.28 K | $2.93 M | 100.00% | 1.68% |
| LPL FINANCIAL LLC | 02/11/2026 | 74.21 K | $2.90 M | -1.23% | 1.66% |
| MORGAN STANLEY | 02/13/2026 | 72.19 K | $2.82 M | 32.19% | 1.55% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 50.87 K | $1.99 M | 17.54% | 1.14% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 52.64 K | $2.06 M | 100.00% | 1.13% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 36.60 K | $1.43 M | -3.41% | 0.82% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 36.79 K | $1.44 M | 17.51% | 0.79% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 20.33 K | $793.81 K | 2.53% | 0.45% |
| QUARRY LP | 02/13/2026 | 15.31 K | $597.66 K | 100.00% | 0.34% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 15.54 K | $606.84 K | 38.26% | 0.33% |
| UBS GROUP AG | 01/29/2026 | 15.36 K | $599.65 K | -13.39% | 0.33% |
| FOCUS FINANCIAL NETWORK, INC. | 01/12/2026 | 12.10 K | $472.58 K | 61.10% | 0.27% |
| ROYAL BANK OF CANADA | 02/17/2026 | 12.44 K | $486.00 K | 3.32% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 10.56 K | $412.26 K | 37.95% | 0.23% |
| STRATOS WEALTH ADVISORS, LLC | 01/20/2026 | 9.29 K | $362.58 K | 33.33% | 0.21% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 6.96 K | $271.63 K | 13.46% | 0.16% |
| JANE STREET GROUP, LLC | 02/12/2026 | 6.72 K | $262.57 K | 21.64% | 0.14% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 6.28 K | $245.00 K | 20.68% | 0.14% |
| AXXCESS WEALTH MANAGEMENT, LLC | 02/19/2026 | 5.91 K | $230.59 K | 0.00% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 5.84 K | $228.01 K | 100.00% | 0.13% |
| SYMPHONY FINANCIAL SERVICES, INC. | 02/12/2026 | 5.29 K | $206.74 K | 100.00% | 0.12% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 5.24 K | $205.00 K | 0.00% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 5.26 K | $205.34 K | 100.00% | 0.11% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 4.02 K | $157.10 K | 0.00% | 0.09% |
| COLONIAL TRUST CO / SC | 02/12/2026 | 3.15 K | $122.93 K | 0.00% | 0.07% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 1.95 K | $76.15 K | 0.00% | 0.04% |
| COMERICA BANK | 01/29/2026 | 562 | $21.95 K | -5.23% | 0.01% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 238 | $9.29 K | 0.00% | 0.01% |
| FINANCIAL CONSULATE, INC | 01/22/2026 | 100 | $3.91 K | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $53 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| PARKSIDE FINANCIAL BANK & TRUST | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| HIGHPOINT ADVISOR GROUP LLC | 02/04/2026 | 0 | $0 | -100.00% | 0.00% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 0 | $0 | -100.00% | 0.00% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/21/2026 | 0 | $0 | -100.00% | 0.00% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
| KEENER FINANCIAL PLANNING LLC | 01/23/2026 | 0 | $0 | -100.00% | 0.00% |
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
NWF Advisory Services Inc.: 32,160
Focus Financial Network, Inc.: 19,449
UBS Group AG: 17,506
CoreCap Advisors, LLC: 13,150
COMMONWEALTH EQUITY SERVICES, LLC: 11,858
19.07% of NXG Cushing Midstream Energy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 920.64 K shares in the last 24 months. This purchase volume represents approximately $39.40 M in transactions.