Neuberger Energy InfrastructNML
13F holders, Q3 2025 (September 30)83holders
7new positions
7sold out
1famous investor
$8.72avg. 13F price*
At the end of Q3 2025, 83 institutions reported holding Neuberger Energy Infrastruct (NML) in their 13F filings, unchanged from Q2 2025. 7 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($29.4M), Bank of America Corp. ($28.1M) and City of London Investment Management Co. Ltd. ($28.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.4M |
| Exits | 7 | $5.5M |
All 13F filers, Q2 2025 → Q3 2025: 671,683 shares bought and 2,091,882 shares sold, net −1,420,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Morgan Stanley | 0.00% | Reduce -2.3% | 3,377,080 | $29.4M |
| Bank of America Corp. | 0.00% | Add +4.0% | 3,227,379 | $28.1M |
| City of London Investment Management Co. Ltd. | 2.08% | Reduce -5.8% | 3,225,547 | $28.1M |
| Advisors Asset Management, Inc. | 0.15% | Reduce -17.6% | 1,001,455 | $8.7M |
| UBS Group AG | 0.00% | Reduce -9.2% | 847,633 | $7.4M |
| Private Management Group Inc. | 0.21% | Reduce -0.8% | 804,680 | $7.0M |
| D. E. Shaw & Co. | 0.01% | No change | 796,270 | $6.9M |
| Saba Capital Management, L.P. | 0.14% | Reduce -55.7% | 464,003 | $4.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +0.8% | 335,107 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +2.0% | 322,390 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +27.7% | 314,819 | $2.7M |
| Cohen & Steers, Inc. | 0.00% | No change | 287,000 | $2.5M |
| Polar Asset Management Partners Inc. | 0.06% | Add +1.2% | 253,740 | $2.2M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -23.9% | 236,513 | $2.1M |
| Uhlmann Price Securities, LLC | 1.22% | Add +4.7% | 228,922 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +5.1% | 175,622 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +1.6% | 171,739 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +1.4% | 159,417 | $1.4M |
| Optimum Investment Advisors | 0.50% | Add +1.6% | 143,910 | $1.3M |
| VestGen Advisors, LLC | 0.04% | New | 143,910 | $1.3M |
| Invesco Ltd. | 0.00% | Add +64.3% | 141,634 | $1.2M |
| LPL Financial LLC | 0.00% | Add +7.9% | 124,143 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 116,480 | $1.0M |
| Staley Capital Advisers Inc. | 0.04% | No change | 115,000 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.05% | Add +4.0% | 107,769 | $940K |
| Wells Fargo & Company | 0.00% | Add +11.4% | 93,218 | $813K |
| Sanctuary Advisors, LLC | 0.00% | Add +121.4% | 85,717 | $747K |
| IFG Advisory, LLC | 0.03% | Reduce -48.2% | 80,072 | $698K |
| Knollwood Investment Advisory, LLC | 0.06% | No change | 77,116 | $672K |
| Cornerstone Advisors, LLC | 0.02% | Reduce -60.5% | 67,877 | $592K |
| Calamos Advisors LLC | 0.00% | Add +21.7% | 54,661 | $477K |
| Cetera Investment Advisers | 0.00% | Add +21.1% | 50,833 | $443K |
| Legacy Advisors, LLC | 0.05% | — | 50,000 | $436K |
| HighTower Advisors, LLC | 0.00% | Add +8.3% | 45,699 | $399K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Add +1.3% | 41,418 | $361K |
| NFSG Corp | 0.05% | New | 40,541 | $354K |
| Alteri Wealth LLC | 0.11% | Add +27.6% | 38,275 | $334K |
| Rockefeller Capital Management L.P. | 0.00% | Add +39.5% | 36,000 | $314K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.2% | 35,597 | $310K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -6.3% | 30,000 | $262K |
| Focus Partners Wealth | 0.00% | New | 23,097 | $201K |
| Royal Bank of Canada | 0.00% | Reduce -19.4% | 21,609 | $188K |
| Arete Wealth Advisors, LLC | 0.01% | Reduce -35.1% | 21,400 | $187K |
| Abel Hall, LLC | 0.07% | No change | 20,000 | $174K |
| Truist Financial Corp. | 0.00% | Reduce -7.5% | 19,708 | $172K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 19,643 | $171K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -64.0% | 19,527 | $170K |
| Choreo, LLC | 0.00% | No change | 18,309 | $160K |
| First National Bank of Mount Dora, Trust Investment Services | 0.03% | No change | 17,500 | $153K |
| Cresset Asset Management, LLC | 0.00% | Add +2.0% | 16,534 | $144K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | Reduce -3.0% | 16,100 | $140K |
| Astoria Portfolio Advisors LLC. | 0.04% | Reduce -0.8% | 16,187 | $140K |
| Jane Street Group, LLC | 0.00% | New | 15,920 | $139K |
| NorthRock Partners, LLC | 0.00% | New | 15,468 | $135K |
| Adapt Wealth Advisors, LLC | 0.05% | New | 14,850 | $129K |
| Gladstone Institutional Advisory LLC | 0.00% | Add +0.5% | 14,087 | $123K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.3% | 13,650 | $119K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.8% | 12,677 | $111K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 11,325 | $102K |
| Centric Wealth Management | 0.02% | Add +2.0% | 11,766 | $97K |
| Cary Street Partners Financial LLC | 0.00% | No change | 10,959 | $96K |
| MGB Wealth Management, LLC | 0.02% | No change | 10,000 | $87K |
| Clearstead Advisors, LLC | 0.00% | No change | 10,000 | $87K |
| JPMorgan Chase & Co. | 0.00% | No change | 9,180 | $80K |
| Comerica Bank | 0.00% | Add +0.5% | 7,538 | $66K |
| Monetary Management Group Inc. | 0.01% | Add +5.8% | 5,500 | $48K |
| CX Institutional | 0.00% | Add +0.7% | 5,033 | $44K |
| Spire Wealth Management | 0.00% | No change | 4,260 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.0% | 4,026 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,025 | $35K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 3,471 | $30K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 3,269 | $29K |
| Citigroup Inc. | 0.00% | No change | 3,000 | $26K |
| Bfsg, LLC | 0.00% | No change | 2,630 | $23K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 2,400 | $21K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,430 | $12K |
| 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% | No change | 400 | $3K |
| 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 | $417 |
"% of holder's portfolio" is NML's weight in each manager's 13F, not the share of Neuberger Energy Infrastruct the manager owns.