Neuberger Energy InfrastructNML
13F holders, Q4 2025 (December 31)85holders +2
5new positions
9sold out
2famous investors
$8.50avg. 13F price*
At the end of Q4 2025, 85 institutions reported holding Neuberger Energy Infrastruct (NML) in their 13F filings, up 2 from Q3 2025. 5 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($30.5M), Morgan Stanley ($28.2M) and City of London Investment Management Co. Ltd. ($27.4M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Neuberger Energy Infrastruct
- CUSIP
- 64129H104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.2M |
| Exits | 9 | $5.6M |
All 13F filers, Q3 2025 → Q4 2025: 2,051,303 shares bought and 931,785 shares sold, net +1,119,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Bank of America Corp. | 0.00% | Add +11.1% | 3,586,694 | $30.5M |
| Morgan Stanley | 0.00% | Reduce -1.8% | 3,315,764 | $28.2M |
| City of London Investment Management Co. Ltd. | 2.05% | No change | 3,225,547 | $27.4M |
| Saba Capital Management, L.P. | 0.41% | Add +205.3% | 1,416,482 | $12.0M |
| Advisors Asset Management, Inc. | 0.12% | Reduce -14.8% | 853,025 | $7.3M |
| UBS Group AG | 0.00% | Add +0.6% | 852,408 | $7.2M |
| D. E. Shaw & Co. | 0.01% | Add +2.2% | 813,814 | $6.9M |
| Private Management Group Inc. | 0.19% | Reduce -6.7% | 750,577 | $6.4M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -0.6% | 333,179 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +3.6% | 326,015 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 321,683 | $2.7M |
| Cohen & Steers, Inc. | 0.00% | No change | 287,000 | $2.4M |
| Focus Partners Wealth | 0.00% | Add +1070.6% | 270,370 | $2.3M |
| Uhlmann Price Securities, LLC | 1.17% | Add +1.8% | 233,098 | $2.0M |
| Invesco Ltd. | 0.00% | Add +62.3% | 229,887 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +2.4% | 179,828 | $1.5M |
| Wolverine Asset Management LLC | 0.09% | New | 176,628 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +2.1% | 175,413 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +0.2% | 159,688 | $1.4M |
| VestGen Advisors, LLC | 0.05% | Add +0.3% | 144,296 | $1.2M |
| LPL Financial LLC | 0.00% | Add +1.6% | 126,112 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +2.4% | 119,284 | $1.0M |
| Closed-End Fund Advisors, Inc. | 0.59% | — | 118,163 | $1.0M |
| Staley Capital Advisers Inc. | 0.04% | No change | 115,000 | $978K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +3.3% | 111,311 | $946K |
| Wells Fargo & Company | 0.00% | Add +18.4% | 110,406 | $938K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.5% | 88,711 | $754K |
| IFG Advisory, LLC | 0.03% | Add +0.7% | 80,633 | $685K |
| Knollwood Investment Advisory, LLC | 0.06% | No change | 77,116 | $655K |
| Calamos Advisors LLC | 0.00% | Add +32.1% | 72,229 | $614K |
| Rockefeller Capital Management L.P. | 0.00% | Add +56.1% | 56,205 | $478K |
| Legacy Advisors, LLC | 0.05% | No change | 50,000 | $425K |
| Cetera Investment Advisers | 0.00% | Reduce -6.4% | 47,570 | $404K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Add +2.0% | 42,268 | $360K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.1% | 42,019 | $357K |
| Commonwealth Equity Services, LLC | 0.00% | Add +110.9% | 41,177 | $350K |
| Alteri Wealth LLC | 0.11% | No change | 38,275 | $325K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.1% | 36,346 | $309K |
| Rhodes Investment Advisors Inc. | 0.25% | — | 35,650 | $303K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 34,146 | $290K |
| Henson-Edgewater Management, LLC | 0.17% | — | 33,978 | $289K |
| Susquehanna International Group, LLP | 0.00% | New | 31,866 | $271K |
| Ballast Rock Private Wealth LLC | 0.15% | — | 28,000 | $238K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -6.7% | 28,000 | $238K |
| Royal Bank of Canada | 0.00% | Add +23.3% | 26,646 | $226K |
| J. Derek Lewis & Associates Inc. | 0.04% | — | 21,421 | $182K |
| Quantedge Capital Pte Ltd | 0.08% | New | 20,761 | $176K |
| Abel Hall, LLC | 0.04% | No change | 20,000 | $170K |
| Astoria Portfolio Advisors LLC. | 0.04% | Add +5.1% | 17,009 | $167K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 19,643 | $167K |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 19,604 | $167K |
| Choreo, LLC | 0.00% | No change | 18,309 | $157K |
| Soltis Investment Advisors LLC | 0.01% | New | 18,013 | $153K |
| First National Bank of Mount Dora, Trust Investment Services | 0.03% | No change | 17,500 | $149K |
| Cresset Asset Management, LLC | 0.00% | Add +2.1% | 16,882 | $144K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | No change | 16,100 | $137K |
| NorthRock Partners, LLC | 0.00% | No change | 15,468 | $131K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.2% | 14,762 | $125K |
| Gladstone Institutional Advisory LLC | 0.00% | Add +0.5% | 14,154 | $120K |
| Adapt Wealth Advisors, LLC | 0.04% | Reduce -12.5% | 13,000 | $111K |
| Centric Wealth Management | 0.02% | Add +2.3% | 12,033 | $110K |
| Jane Street Group, LLC | 0.00% | Reduce -26.3% | 11,741 | $100K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 11,325 | $96K |
| Cary Street Partners Financial LLC | 0.00% | No change | 10,959 | $93K |
| Citadel Advisors | 0.00% | New | 10,685 | $91K |
| Evolve Private Wealth, LLC | 0.01% | — | 10,500 | $89K |
| MGB Wealth Management, LLC | 0.02% | No change | 10,000 | $85K |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 9,182 | $78K |
| Comerica Bank | 0.00% | Add +0.5% | 7,577 | $64K |
| Monetary Management Group Inc. | 0.01% | Add +27.3% | 7,000 | $60K |
| CX Institutional | 0.00% | Add +2.1% | 5,139 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.1% | 4,110 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,025 | $34K |
| IFP Advisors, Inc | 0.00% | Add +1.1% | 3,508 | $30K |
| Citigroup Inc. | 0.00% | No change | 3,000 | $26K |
| Bfsg, LLC | 0.00% | Reduce -5.3% | 2,490 | $21K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 2,400 | $20K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,430 | $12K |
| Spire Wealth Management | 0.00% | Reduce -76.5% | 1,000 | $9K |
| MAI Capital Management | 0.00% | Reduce -11.1% | 800 | $7K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +75.3% | 701 | $6K |
| CoreCap Advisors, LLC | 0.00% | Reduce -52.2% | 470 | $4K |
| Riverview Trust Co | 0.00% | No change | 300 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 300 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 49 | $423 |
"% of holder's portfolio" is NML's weight in each manager's 13F, not the share of Neuberger Energy Infrastruct the manager owns.