Neuberger Energy TransitionNBETETF

13F holders, Q4 2025 (December 31)
12holders
2new positions
2sold out
$32.72avg. 13F price*

At the end of Q4 2025, 12 institutions reported holding Neuberger Energy Transition (NBET) in their 13F filings, unchanged from Q3 2025. 2 opened new positions and 2 sold out. The largest holders were Neuberger Berman Group LLC ($7.8M), Beacon Pointe Advisors, LLC ($5.0M) and LPL Financial LLC ($3.6M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$620K
Exits2$573K

All 13F filers, Q3 2025 → Q4 2025: 38,309 shares bought and 21,019 shares sold, net +17,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Neuberger Berman Group LLC 0.01% Add +4.5% 237,860 $7.8M
Beacon Pointe Advisors, LLC 0.04% Add +4.7% 152,047 $5.0M
LPL Financial LLC 0.00% Reduce -3.0% 110,225 $3.6M
Janney Montgomery Scott LLC 0.00% Add +2.6% 44,003 $1.4M
Stratos Wealth Partners, LTD. 0.01% New 18,575 $608K
Royal Bank of Canada 0.00% Add +32.0% 4,360 $143K
Harbour Investments, Inc. 0.00% No change 2,940 $97K
Osaic Holdings, Inc. 0.00% Add +0.1% 2,698 $88K
Private Trust Co. NA 0.00% Reduce -16.9% 997 $33K
Glass Jacobson Investment Advisors llc 0.01% No change 682 $22K
UBS Group AG 0.00% New 359 $12K
Morgan Stanley 0.00% No change 1 $49

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