Neuberger Energy InfrastructNML
13F holders, Q1 2025 (March 31)84holders +3
11new positions
8sold out
2famous investors
$9.00avg. 13F price*
At the end of Q1 2025, 84 institutions reported holding Neuberger Energy Infrastruct (NML) in their 13F filings, up 3 from Q4 2024. 11 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($33.1M), City of London Investment Management Co. Ltd. ($31.9M) and Bank of America Corp. ($30.3M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Neuberger Energy Infrastruct
- CUSIP
- 64129H104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.9M |
| Exits | 8 | $5.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,021,092 shares bought and 1,695,350 shares sold, net −674,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Morgan Stanley | 0.00% | Reduce -3.7% | 3,682,652 | $33.1M |
| City of London Investment Management Co. Ltd. | 3.41% | Reduce -12.4% | 3,544,496 | $31.9M |
| Bank of America Corp. | 0.00% | Add +5.8% | 3,363,279 | $30.3M |
| Advisors Asset Management, Inc. | 0.21% | Add +16.1% | 1,229,519 | $11.1M |
| Saba Capital Management, L.P. | 0.29% | Reduce -12.5% | 1,169,100 | $10.5M |
| UBS Group AG | 0.00% | Add +3.5% | 879,995 | $7.9M |
| Private Management Group Inc. | 0.26% | Reduce -1.3% | 819,220 | $7.4M |
| D. E. Shaw & Co. | 0.01% | No change | 802,641 | $7.2M |
| Oppenheimer & Co. Inc. | 0.04% | Add +3.7% | 329,470 | $3.0M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.1% | 320,210 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +2.2% | 318,899 | $2.9M |
| Cohen & Steers, Inc. | 0.00% | Add +9.5% | 287,000 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.1% | 227,724 | $2.0M |
| Uhlmann Price Securities, LLC | 1.35% | Add +1.6% | 204,007 | $1.8M |
| Wolverine Asset Management LLC | 0.13% | New | 199,347 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.3% | 173,149 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.39% | Add +12.5% | 162,677 | $1.5M |
| Optimum Investment Advisors | 0.60% | Add +3.7% | 141,610 | $1.3M |
| IFG Advisory, LLC | 0.07% | Add +41.4% | 140,081 | $1.3M |
| Polar Asset Management Partners Inc. | 0.05% | New | 120,127 | $1.1M |
| Staley Capital Advisers Inc. | 0.05% | No change | 115,000 | $1.0M |
| Walleye Capital LLC | 0.01% | Add +7.3% | 110,345 | $993K |
| Michelson Medical Research Foundation, Inc. | 0.81% | No change | 115,872 | $962K |
| Osaic Holdings, Inc. | 0.00% | Add +23.0% | 106,446 | $958K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +15.8% | 100,453 | $904K |
| LPL Financial LLC | 0.00% | Add +8.9% | 93,760 | $844K |
| Wells Fargo & Company | 0.00% | Reduce -6.0% | 81,750 | $736K |
| Knollwood Investment Advisory, LLC | 0.08% | No change | 77,116 | $694K |
| Calamos Advisors LLC | 0.00% | Add +18.2% | 58,485 | $526K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.3% | 54,093 | $487K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 47,804 | $430K |
| Invesco Ltd. | 0.00% | Add +42.2% | 44,981 | $405K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 41,567 | $374K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Add +1.3% | 40,061 | $363K |
| Cetera Investment Advisers | 0.00% | Add +21.1% | 38,730 | $349K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 32,000 | $288K |
| Royal Bank of Canada | 0.00% | Reduce -76.7% | 30,166 | $271K |
| Truist Financial Corp. | 0.00% | Add +14.8% | 29,374 | $264K |
| Alteri Wealth LLC | 0.11% | Add +1.8% | 29,000 | $261K |
| Millennium Management | 0.00% | New | 28,128 | $253K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.5% | 26,869 | $242K |
| Neuberger Berman Group LLC | 0.00% | New | 25,902 | $233K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.0% | 25,748 | $232K |
| Independent Financial Group, LLC | 0.01% | Reduce -65.8% | 22,800 | $205K |
| Abel Hall, LLC | 0.11% | No change | 20,000 | $180K |
| Choreo, LLC | 0.00% | No change | 18,309 | $165K |
| Sit Investment Associates Inc. | 0.00% | No change | 17,900 | $161K |
| First National Bank of Mount Dora, Trust Investment Services | 0.04% | No change | 17,500 | $158K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | No change | 16,600 | $149K |
| Cresset Asset Management, LLC | 0.00% | Add +2.0% | 15,881 | $143K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -40.3% | 15,439 | $139K |
| MGB Wealth Management, LLC | 0.05% | New | 15,000 | $134K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.4% | 13,961 | $126K |
| Astoria Portfolio Advisors LLC. | 0.04% | Add +8.1% | 14,813 | $122K |
| Comerica Bank | 0.00% | No change | 12,762 | $115K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 12,741 | $115K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 12,202 | $110K |
| Quantedge Capital Pte Ltd | 0.03% | New | 12,161 | $109K |
| Bordeaux Wealth Advisors LLC | 0.02% | No change | 11,500 | $104K |
| Centric Wealth Management | 0.03% | Add +8.6% | 11,471 | $103K |
| Steel Grove Capital Advisors, LLC | 0.02% | No change | 11,325 | $102K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 11,274 | $101K |
| Cary Street Partners Financial LLC | 0.00% | No change | 10,959 | $99K |
| Pathway Financial Advisors LLC | 0.02% | Add +0.2% | 10,666 | $96K |
| JPMorgan Chase & Co. | 0.00% | New | 9,180 | $83K |
| Eagle Bay Advisors LLC | 0.04% | No change | 5,700 | $51K |
| CX Institutional | 0.00% | New | 5,000 | $45K |
| Spire Wealth Management | 0.00% | No change | 4,510 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,025 | $36K |
| Monetary Management Group Inc. | 0.01% | Add +33.3% | 4,000 | $36K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,867 | $36K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Reduce -76.1% | 3,900 | $35K |
| IFP Advisors, Inc | 0.00% | Reduce -14.7% | 3,401 | $31K |
| Citigroup Inc. | 0.00% | No change | 3,000 | $27K |
| Bfsg, LLC | 0.00% | No change | 2,630 | $24K |
| Sandy Spring Bank | 0.00% | New | 1,430 | $13K |
| CoreCap Advisors, LLC | 0.00% | No change | 983 | $9K |
| MAI Capital Management | 0.00% | Reduce -10.0% | 900 | $8K |
| Riverview Trust Co | 0.00% | No change | 300 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 300 | $3K |
| Continuum Advisory, LLC | 0.00% | Add +2.0% | 208 | $2K |
| North Star Investment Management Corp. | 0.00% | No change | 195 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 49 | $441 |
| Salem Investment Counselors Inc. | 0.00% | No change | 35 | $315 |
"% of holder's portfolio" is NML's weight in each manager's 13F, not the share of Neuberger Energy Infrastruct the manager owns.