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Investors / filer profile

Track record

What happened ~6 months after each disclosed buy

+18.3%avg per buy, ~6 months on+8.2%S&P 500 avg, same spans
NXG · 2025-11-05 · +13.9% (S&P +6.1%)SRV · 2025-11-11 · +14.7% (S&P +7.4%)SRV · 2025-12-18 · +26.3% (S&P +11.0%)
2025-11-052025-12-18
Each dot: one completed buy’s ~6-month outcome, equal weight per buy · dashed: S&P 500 over the same spans · hover a dot for detail
3 of 3
buys higher ~6mo later
+14.7%
median outcome
+7.4%
S&P 500 median, same spans

Disclosed positions

Estimated from their latest filings — positions may have changed since

$113.6K
combined est. value

Activity

Open-market buy & sell volume

BuySell
0$46K$92K2025 · bought $92K · sold $02025
Total +$92.2K bought

All filings on record

Every Form 4 transaction we track for this filer

SRVBuy
2025-12-18 · NXG Cushing Midstream Energy Fund
$10.0K
+26.3%
SRVBuy
2025-11-11 · NXG Cushing Midstream Energy Fund
$31.9K
+14.7%
NXGBuy
2025-11-05 · NXG NextGen Infrastructure Income Fund
$50.4K
+13.9%

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.