NXG Cushing Midstream Fund to rename itself and widen its energy infrastructure focus
The fund's board approved a name change to The NXG Cushing Energy Infrastructure Fund and a shift in its 80% investment policy from midstream energy to energy infrastructure, both effective December 18, 2026. The adviser says the fund's portfolio, at 90% energy infrastructure as of October 15, 2026, needs no rebalancing, the ticker stays SRV, and shareholders need not take action.
Key points
- Name changes to The NXG Cushing Energy Infrastructure Fund effective December 18, 2026; NYSE ticker SRV and CUSIP 231631300 are unchanged.
- The 80% policy now covers energy infrastructure investments instead of midstream energy investments, effective December 18, 2026.
- As of October 15, 2026, 90% of net assets plus borrowings were in energy infrastructure investments, so no portfolio changes are expected.
- No change to the investment adviser or portfolio management personnel; no shareholder action is required.
The filing
Written by AI on Nov 9, 2026, 10:08 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 16, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.