SRV NXG Cushing Midstream Energy Fund
Included in Steve’s Personal Portfolio, dated Sep 1, 2026. Published weight priorities · 20-holding maximum · 1–10% limits. The plan uses a saved spreadsheet snapshot; later changes are not included. Source row 69. Published market-value weight: 3.08%. This sets its relative priority before the 1–10% limits. Market losses, concentration, leverage where used, changing distributions and overlapping underlying investments.
Outside this active collection. Past picks and investments from other collections do not receive this ranking.
Growth of $10,000
Dividends reinvested · no additional contributions
Based on adjusted market prices through the latest available completed session, before personal taxes and trading costs.
Checking the latest completed session…
Total return
Price movement plus reinvested distributions, compared with SPY.
Dividend includes all distributions and reinvestment.
Why no rank is assigned
Income consistency · Only eligible investments in this collection are ranked.
Outside this active collection. Past picks and investments from other collections do not receive this ranking.
This explains the collection’s default ranking. Search, category filters and chart periods do not change it; choosing another sort changes the list order. This is Income Lens’s calculation, not a score published by the strategy creator.