Neuberger Energy TransitionNBETETF

13F holders, Q1 2025 (March 31)
5holders −2
3new positions
5sold out
$33.52avg. 13F price*

At the end of Q1 2025, 5 institutions reported holding Neuberger Energy Transition (NBET) in their 13F filings, down 2 from Q4 2024. 3 opened new positions and 5 sold out. The largest holders were Neuberger Berman Group LLC ($8.4M), Beacon Pointe Advisors, LLC ($3.9M) and LPL Financial LLC ($3.4M).

Company
Neuberger Energy Transition
CUSIP
64135A101
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 4Q1 2024Q2 2024: 3Q2 2024Q3 2024: 6Q3 2024Q4 2024: 7Q4 2024Q1 2025: 5Q1 2025Q2 2025: 10Q2 2025Q3 2025: 12Q3 2025Q4 2025: 12Q4 2025Q1 2026: 15Q1 2026Q2 2026: 14Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$8.5M
Exits5$2.6M

All 13F filers, Q4 2024 → Q1 2025: 254,689 shares bought and 128,555 shares sold, net +126,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Neuberger Berman Group LLC 0.01% Reduce -15.7% 249,941 $8.4M
Beacon Pointe Advisors, LLC 0.04% New 116,888 $3.9M
LPL Financial LLC 0.00% New 101,838 $3.4M
Janney Montgomery Scott LLC 0.00% New 35,808 $1.2M
Osaic Holdings, Inc. 0.00% Add +10.2% 1,676 $56K

"% of holder's portfolio" is NBET's weight in each manager's 13F, not the share of Neuberger Energy Transition the manager owns.