FINANCIAL CONSULATE, INC SRV β€” NXG CUSHING MIDSTREAM ENERGY

Ownership history in FINANCIAL CONSULATE, INC  Β·  2 quarters on record

AI Ownership Summary

FINANCIAL CONSULATE, INC reported NXG CUSHING MIDSTREAM ENERGY (SRV) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows SRV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SRV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FINANCIAL CONSULATE, INC's position in NXG CUSHING MIDSTREAM ENERGY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SRV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FINANCIAL CONSULATE, INC held SRV β€” position size vs. price
% of Fund (quarterly)    SRV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 100 β€” 0% 0.00% $4K 2026-04-21 $44.25
2025 Q4 INITIATED β€” β€” β€” 100 β€” β€” 0.00% $4K 2026-01-22 $38.32

FAQ About FINANCIAL CONSULATE, INC and SRV

These are the practical questions this page is built to answer before you even open the full history table.

How long has FINANCIAL CONSULATE, INC reported owning SRV?

FINANCIAL CONSULATE, INC reported SRV across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported SRV position in FINANCIAL CONSULATE, INC's portfolio?

The largest reported portfolio weight for SRV was 0.00% in 2026 Q1.

What is the latest reported SRV position on this page?

The most recent filing on this page is 2026 Q1, when FINANCIAL CONSULATE, INC reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this SRV ownership page compare?

The chart compares FINANCIAL CONSULATE, INC's quarterly SRV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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