NWF Advisory Services Inc. SRV β€” NXG CUSHING MIDSTREAM ENERGY

Ownership history in NWF Advisory Services Inc.  Β·  3 quarters on record

AI Ownership Summary

NWF Advisory Services Inc. reported NXG CUSHING MIDSTREAM ENERGY (SRV) in 3 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.16% in 2026 Q1. The latest visible filing shows SRV at 0.16% 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 NWF Advisory Services 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 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% 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 Q2 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 NWF Advisory Services 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 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 32,160 +16,620 +106.9% 0.16% $1.4M 2026-05-04 $49.51
2025 Q4 ADDED β€” β€” β€” 15,540 +8,400 +117.6% 0.07% $607K 2026-03-03 $42.74
2025 Q2 INITIATED β€” β€” β€” 7,140 β€” β€” 0.04% $302K 2025-09-09 $37.57

FAQ About NWF Advisory Services 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 NWF Advisory Services Inc. reported owning SRV?

NWF Advisory Services Inc. reported SRV across 3 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SRV position in NWF Advisory Services Inc.'s portfolio?

The largest reported portfolio weight for SRV was 0.16% in 2026 Q1.

What is the latest reported SRV position on this page?

The most recent filing on this page is 2026 Q1, when NWF Advisory Services Inc. reported 32,160 shares, equal to 0.16% of portfolio, with an estimated market value of $1.4M.

What does the chart on this SRV ownership page compare?

The chart compares NWF Advisory Services 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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