Neuberger Energy InfrastructNML
13F holders, Q2 2025 (June 30)83holders −1
8new positions
9sold out
1famous investor
$9.00avg. 13F price*
At the end of Q2 2025, 83 institutions reported holding Neuberger Energy Infrastruct (NML) in their 13F filings, down 1 from Q1 2025. 8 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($31.1M), City of London Investment Management Co. Ltd. ($30.8M) and Bank of America Corp. ($27.9M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Neuberger Energy Infrastruct
- CUSIP
- 64129H104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.3M |
| Exits | 9 | $3.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,099,537 shares bought and 1,171,147 shares sold, net −71,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Morgan Stanley | 0.00% | Reduce -6.1% | 3,458,001 | $31.1M |
| City of London Investment Management Co. Ltd. | 2.86% | Reduce -3.4% | 3,424,386 | $30.8M |
| Bank of America Corp. | 0.00% | Reduce -7.7% | 3,104,313 | $27.9M |
| Advisors Asset Management, Inc. | 0.20% | Reduce -1.1% | 1,216,089 | $10.9M |
| Saba Capital Management, L.P. | 0.26% | Reduce -10.4% | 1,047,478 | $9.4M |
| UBS Group AG | 0.00% | Add +6.0% | 933,237 | $8.4M |
| Private Management Group Inc. | 0.24% | Reduce -1.0% | 810,943 | $7.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -0.8% | 796,270 | $7.2M |
| Wolverine Asset Management LLC | 0.27% | Add +108.0% | 414,695 | $3.7M |
| Oppenheimer & Co. Inc. | 0.04% | Add +0.9% | 332,512 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 315,903 | $2.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -2.9% | 310,942 | $2.8M |
| Cohen & Steers, Inc. | 0.00% | No change | 287,000 | $2.6M |
| Polar Asset Management Partners Inc. | 0.08% | Add +108.7% | 250,648 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Add +8.2% | 246,471 | $2.2M |
| Uhlmann Price Securities, LLC | 1.40% | Add +7.2% | 218,623 | $2.0M |
| Cornerstone Advisors, LLC | 0.05% | New | 171,726 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.4% | 169,049 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +249.4% | 167,030 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +507.1% | 157,259 | $1.4M |
| IFG Advisory, LLC | 0.07% | Add +10.4% | 154,607 | $1.4M |
| Optimum Investment Advisors | 0.55% | No change | 141,610 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +11.9% | 119,124 | $1.1M |
| Walleye Capital LLC | 0.01% | Add +6.8% | 117,840 | $1.1M |
| LPL Financial LLC | 0.00% | Add +22.8% | 115,088 | $1.0M |
| Staley Capital Advisers Inc. | 0.04% | No change | 115,000 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +3.2% | 103,654 | $933K |
| Invesco Ltd. | 0.00% | Add +91.6% | 86,186 | $776K |
| Wells Fargo & Company | 0.00% | Add +2.4% | 83,670 | $753K |
| Knollwood Investment Advisory, LLC | 0.07% | No change | 77,116 | $694K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 54,237 | $488K |
| Calamos Advisors LLC | 0.00% | Reduce -23.2% | 44,901 | $404K |
| HighTower Advisors, LLC | 0.00% | Add +1.5% | 42,198 | $380K |
| Cetera Investment Advisers | 0.00% | Add +8.4% | 41,991 | $378K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Add +2.0% | 40,870 | $367K |
| Sanctuary Advisors, LLC | 0.00% | Add +150.7% | 38,709 | $348K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +30.9% | 35,175 | $317K |
| Arete Wealth Advisors, LLC | 0.02% | New | 33,000 | $297K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 32,000 | $288K |
| Alteri Wealth LLC | 0.10% | Add +3.5% | 30,000 | $270K |
| Royal Bank of Canada | 0.00% | Reduce -11.1% | 26,818 | $241K |
| Quantedge Capital Pte Ltd | 0.22% | Add +115.9% | 26,261 | $236K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 25,805 | $232K |
| Susquehanna International Group, LLP | 0.00% | New | 22,840 | $206K |
| Truist Financial Corp. | 0.00% | Reduce -27.5% | 21,304 | $192K |
| Abel Hall, LLC | 0.08% | No change | 20,000 | $180K |
| Choreo, LLC | 0.00% | No change | 18,309 | $165K |
| 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% | 16,205 | $146K |
| Astoria Portfolio Advisors LLC. | 0.04% | Add +10.2% | 16,320 | $141K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.5% | 14,024 | $126K |
| Integrated Wealth Concepts LLC | 0.00% | New | 13,465 | $121K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 12,845 | $116K |
| Independent Financial Group, LLC | 0.00% | Reduce -44.7% | 12,600 | $113K |
| Bordeaux Wealth Advisors LLC | 0.01% | No change | 11,500 | $104K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 11,325 | $102K |
| Centric Wealth Management | 0.02% | Add +0.6% | 11,535 | $100K |
| Cary Street Partners Financial LLC | 0.00% | No change | 10,959 | $99K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.7% | 10,517 | $95K |
| MGB Wealth Management, LLC | 0.03% | Reduce -33.3% | 10,000 | $90K |
| Clearstead Advisors, LLC | 0.00% | New | 10,000 | $90K |
| JPMorgan Chase & Co. | 0.00% | No change | 9,180 | $83K |
| Comerica Bank | 0.00% | Reduce -41.2% | 7,503 | $68K |
| Traub Capital Management LLC | 0.04% | — | 5,400 | $49K |
| Monetary Management Group Inc. | 0.01% | Add +30.0% | 5,200 | $47K |
| CX Institutional | 0.00% | No change | 5,000 | $45K |
| Spire Wealth Management | 0.00% | Reduce -5.5% | 4,260 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,025 | $36K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.1% | 3,947 | $36K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 3,436 | $31K |
| Ameritas Advisory Services, LLC | 0.00% | New | 3,269 | $29K |
| Citigroup Inc. | 0.00% | No change | 3,000 | $27K |
| Bfsg, LLC | 0.00% | No change | 2,630 | $24K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Reduce -38.5% | 2,400 | $22K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,430 | $13K |
| CoreCap Advisors, LLC | 0.00% | No change | 983 | $9K |
| MAI Capital Management | 0.00% | No change | 900 | $8K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 400 | $4K |
| Riverview Trust Co | 0.00% | No change | 300 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 300 | $3K |
| North Star Investment Management Corp. | 0.00% | No change | 195 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 49 | $441 |
"% of holder's portfolio" is NML's weight in each manager's 13F, not the share of Neuberger Energy Infrastruct the manager owns.