Neuberger Energy TransitionNBETETF

13F holders, Q2 2025 (June 30)
10holders +5
5new positions
0sold out
1famous investor
$32.83avg. 13F price*

At the end of Q2 2025, 10 institutions reported holding Neuberger Energy Transition (NBET) in their 13F filings, up 5 from Q1 2025. 5 opened new positions and 0 sold out. The largest holders were Neuberger Berman Group LLC ($7.6M), Beacon Pointe Advisors, LLC ($4.4M) and LPL Financial LLC ($3.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions5$1.4M
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 70,413 shares bought and 25,153 shares sold, net +45,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

Neuberger Berman Group LLC 0.01% Reduce -7.3% 231,628 $7.6M
Beacon Pointe Advisors, LLC 0.05% Add +14.8% 134,182 $4.4M
LPL Financial LLC 0.00% Reduce -6.7% 94,998 $3.1M
Janney Montgomery Scott LLC 0.00% Add +24.1% 44,452 $1.5M
Royal Bank of Canada 0.00% New 24,013 $788K
Jane Street Group, LLC 0.00% New 12,582 $413K
Citadel Advisors 0.00% New 6,499 $213K
Osaic Holdings, Inc. 0.00% Add +60.3% 2,686 $88K
Glass Jacobson Investment Advisors llc 0.00% New 213 $7K
Briaud Financial Planning Inc 0.00% New 158 $5K

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