Here are the 8-K filings from NXG Cushing Midstream Energy Fund (SRV) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
An 8-K covers material events a company has to report between its quarterly reports, so if you follow SRV and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SRV filings page.
NXG Cushing Midstream Energy Fund (SRV) will become The NXG Cushing Energy Infrastructure Fund effective December 18, 2026; its ticker will remain SRV. On that date, the Fund will replace its policy to invest at least 80% of net assets plus borrowings for investment purposes in midstream energy investments with a policy to invest, under normal market conditions, at least 80% on the same basis in energy infrastructure investments. The new investment category includes power and utility infrastructure, distributed power, and energy-related equipment and services.
As of October 15, 2026, 90% of the Fund’s net assets, plus borrowings for investment purposes, consisted of energy infrastructure investments; the Fund does not anticipate portfolio changes or rebalancing in connection with the changes. It will continue to limit investments in publicly traded energy master limited partnerships to 25% of total assets and remain non-diversified, with investments concentrated in the natural resources sector, specifically midstream energy companies. No shareholder action is required.
NXG Cushing Midstream Energy Fund entered into a distribution agreement with Foreside Fund Services, LLC allowing the fund to offer and sell up to 1,500,000 common shares of beneficial interest, par value $0.001 per share, in an "at the market" offering under Rule 415.
Common shares will be sold at prices not less than the then current net asset value per share plus the per-share commission payable to the distributor. Foreside may use sub-placement agents and has appointed UBS Securities LLC under a sub-placement agent agreement dated July 10, 2026.
The offering commenced on July 10, 2026 under the fund’s effective shelf registration statement on Form N-2, using a prospectus dated November 12, 2025 and a prospectus supplement dated July 10, 2026. A legal opinion regarding the validity of the common shares has been filed as an exhibit.
NXG Cushing® Midstream Energy Fund reported shareholder approval of a new investment advisory agreement with Cushing® Asset Management, LP following a change in control of the Adviser. On July 10, 2026, NXG Cushing, LLC, owned by certain senior employees of the Adviser, acquired an interest that brought its aggregate ownership in the Adviser to 62% and replaced Swank Capital, LLC as general partner.
The prior advisory agreement automatically terminated upon this change of control, and the Fund entered into a New Advisory Agreement with identical services, terms, and advisory fee rate. The Adviser continues to receive an annual fee of 1.25% of the Fund’s Average Weekly Managed Assets, payable quarterly in arrears. The Adviser has contractually agreed to continue waiving 0.25% of Managed Assets through February 1, 2027, reducing the effective fee during that period. The agreement has an initial one-year term and is subject to annual approval and standard termination and assignment provisions.
NXG Cushing Midstream Energy Fund is conducting a rights offering for up to 1,555,870 new common shares of beneficial interest. Existing shareholders of record as of the close of business on November 17, 2025 receive one transferable Right for each common share they own, and every three Rights allow purchase of one new share on a 1-for-3 basis. Shareholders who fully exercise their Rights may request additional shares through an oversubscription privilege, and holders of fewer than three shares may still subscribe for one full share. UBS Securities LLC is serving as dealer manager, with Equiniti Trust Company, LLC as subscription agent and EQ Fund Solutions, LLC as information agent, under the Fund’s effective shelf registration on Form N-2.