S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Critical asset just had biggest fall on record (Ad)
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Critical asset just had biggest fall on record (Ad)
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Critical asset just had biggest fall on record (Ad)
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Critical asset just had biggest fall on record (Ad)

PIMCO Energy and Tactical Credit Opportunities Fund (NRGX) Institutional Ownership

Notice: This company has been marked as potentially delisted and may not be actively trading.

Institutional Ownership Changes (13F Filings) for PIMCO Energy and Tactical Credit Opportunities Fund (NYSE:NRGX)

Current
Institutional Ownership
Percentage
44.99%
Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$66.20 M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$17.76 M
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NRGX Institutional Buying and Selling by Quarter


PIMCO Energy and Tactical Credit Opportunities Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/21/2023Almitas Capital LLC304,821$6.05M2.9%+385.5%0.000%
11/21/2023Comerica Bank22,825$0.45M0.0%N/A0.000%
11/16/2023Harbour Investments Inc.34,344$0.68M0.0%-6.3%0.000%
11/16/2023First Foundation Advisors73,009$1.45M0.1%-38.7%0.000%
11/16/2023Morgan Stanley1,406,324$27.89M0.0%-3.7%0.000%
11/15/2023Royal Bank of Canada332,952$6.60M0.0%+2.4%0.000%
11/15/2023Advisors Asset Management Inc.534,190$10.59M0.2%+19.8%0.000%
11/14/2023Saba Capital Management L.P.6,887,083$136.57M3.3%+35.2%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.1,034,397$20.51M7.9%+43.0%0.000%
11/14/2023O Shaughnessy Asset Management LLC72,025$1.43M0.0%N/A0.000%
11/13/2023Stifel Financial Corp264,067$5.24M0.0%+1.4%0.000%
11/13/2023Invesco Ltd.36,372$0.72M0.0%-17.9%0.000%
11/13/2023Envestnet Asset Management Inc.240,043$4.76M0.0%+29.1%0.000%
11/13/2023PNC Financial Services Group Inc.4,000$79K0.0%N/A0.000%
11/9/2023UBS Group AG1,688,167$33.48M0.0%-0.5%0.000%
11/7/2023HC Advisors LLC60,820$1.21M0.7%+4.1%0.000%
11/7/2023Atlas Wealth LLC957,836$18.99M3.5%+1.2%0.000%
10/27/2023Allspring Global Investments Holdings LLC337,694$6.70M0.0%-62.2%0.000%
10/26/2023Punch & Associates Investment Management Inc.1,097,199$21.76M1.4%-1.0%0.000%
10/26/2023Advisor Partners II LLC199,549$3.96M0.2%N/A0.000%
10/24/2023Raymond James & Associates57,265$1.14M0.0%-7.4%0.000%
10/23/2023Commonwealth Equity Services LLC11,637$0.23M0.0%-5.0%0.000%
10/10/2023Aprio Wealth Management LLC72,025$1.43M0.4%N/A0.000%
8/21/2023Osaic Holdings Inc.24,599$0.39M0.0%-14.2%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.723,294$11.40M4.5%-2.6%0.000%
8/15/2023Wells Fargo & Company MN450,016$7.09M0.0%+0.4%0.000%
8/15/2023Harbour Investments Inc.36,653$0.58M0.0%-2.1%0.000%
8/15/2023Quarry LP22,868$0.36M0.1%N/A0.000%
8/15/2023Rivernorth Capital Management LLC2,384,662$37.58M1.9%+3.0%0.000%
8/15/2023Royal Bank of Canada325,297$5.13M0.0%+3.4%0.000%
8/15/2023Rockefeller Capital Management L.P.63,454$1M0.0%-5.9%0.000%
8/15/2023Stifel Financial Corp260,309$4.10M0.0%+1.1%0.000%
8/15/2023Hilltop Holdings Inc.24,800$0.39M0.0%-3.3%0.000%
8/14/2023MML Investors Services LLC28,076$0.44M0.0%-5.0%0.000%
8/11/2023Cornerstone Advisors LLC34,302$0.54M0.0%N/A0.000%
8/11/2023Almitas Capital LLC62,786$1.05M0.4%N/A0.000%
8/10/2023Osaic Holdings Inc.24,599$0.39M0.0%-14.2%0.000%
8/10/2023HC Advisors LLC58,438$0.92M0.5%+1.2%0.000%
8/10/2023Private Advisor Group LLC15,275$0.26M0.0%-7.1%0.000%
8/10/2023Cetera Advisors LLC17,500$0.28M0.0%+11.6%0.000%
8/10/2023Cetera Advisor Networks LLC342,859$5.40M0.0%+0.9%0.000%
8/7/2023Wolverine Asset Management LLC82,490$1.30M0.0%+292.4%0.000%
8/4/2023Envestnet Asset Management Inc.185,967$2.93M0.0%+16.8%0.000%
8/4/2023Princeton Global Asset Management LLC10,989$0.17M0.1%-6.8%0.000%
8/2/2023Perigon Wealth Management LLC11,600$0.18M0.0%N/A0.000%
8/1/2023Truist Financial Corp114,534$1.81M0.0%+11.1%0.000%
7/24/2023Allspring Global Investments Holdings LLC893,827$14.09M0.0%-0.4%0.000%
7/18/2023Allspring Global Investments Holdings LLC893,827$14.09M0.0%-0.4%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.47,604$0.75M0.0%-10.8%0.000%
5/18/2023JPMorgan Chase & Co.13,513$0.20M0.0%-10.3%0.000%
5/17/2023Rockefeller Capital Management L.P.67,454$0.98M0.0%+9.8%0.000%
5/16/2023Thomas J. Herzfeld Advisors Inc.742,833$10.85M4.0%-5.2%0.000%
5/16/2023First Trust Advisors LP29,942$0.44M0.0%-13.5%0.000%
5/16/2023Harbour Investments Inc.37,438$0.55M0.0%-3.7%0.000%
5/15/2023Punch & Associates Investment Management Inc.1,163,125$16.98M1.1%+8.1%0.000%
5/12/2023Stifel Financial Corp257,443$3.76M0.0%+2.4%0.000%
5/12/2023Advisors Asset Management Inc.450,419$6.58M0.1%+7.6%0.000%
5/12/2023MML Investors Services LLC29,545$0.43M0.0%-21.7%0.000%
5/12/2023Bank of America Corp DE448,945$6.56M0.0%+11.2%0.000%
5/12/2023UBS Group AG1,718,568$25.09M0.0%+0.8%0.000%
5/11/2023Cambridge Investment Research Advisors Inc.53,348$0.78M0.0%-11.2%0.000%
5/11/2023Envestnet Asset Management Inc.159,160$2.32M0.0%-44.1%0.000%
5/10/2023Private Advisor Group LLC16,450$0.24M0.0%N/A0.000%
5/10/2023Tocqueville Asset Management L.P.27,500$0.40M0.0%-13.8%0.000%
5/9/2023Spire Wealth Management18,076$0.26M0.0%+1,965.8%0.000%
5/9/2023Atlas Wealth LLC961,082$14.03M2.8%-2.2%0.000%
5/9/2023Wedbush Securities Inc.71,536$1.04M0.1%-2.2%0.000%
5/8/2023Wolverine Asset Management LLC21,021$0.31M0.0%N/A0.000%
5/5/2023Truist Financial Corp103,108$1.51M0.0%-4.8%0.000%
4/14/2023Raymond James & Associates61,740$0.90M0.0%-1.6%0.000%
4/13/2023Allspring Global Investments Holdings LLC897,563$13.10M0.0%+2.3%0.000%
3/6/2023Rockefeller Capital Management L.P.61,454$0.92M0.0%+9.7%0.000%
2/17/2023Truist Financial Corp108,308$1.62M0.0%-0.9%0.000%
2/16/2023Harbour Investments Inc.38,884$0.58M0.0%-2.6%0.000%
2/15/2023Steward Partners Investment Advisory LLC4,746$71K0.0%-17.4%0.000%
2/15/2023Morgan Stanley1,715,328$25.63M0.0%-5.1%0.000%
2/15/2023First Manhattan Co.2,000$30K0.0%N/A0.000%
2/15/2023Almitas Capital LLC31,550$0.47M0.2%+24.6%0.000%
2/14/2023Susquehanna International Group LLP11,797$0.18M0.0%N/A0.000%
2/14/2023Cetera Advisor Networks LLC349,458$5.22M0.0%+0.8%0.000%
2/14/2023Cetera Advisors LLC16,185$0.24M0.0%-24.7%0.000%
2/14/2023Atlas Wealth LLC982,764$14.68M4.0%N/A0.000%
2/13/2023Advisors Asset Management Inc.418,635$6.25M0.1%+14.6%0.000%
2/13/2023First Republic Investment Management Inc.10,691$0.16M0.0%N/A0.000%
2/13/2023Wells Fargo & Company MN445,681$6.66M0.0%+10.7%0.000%
2/13/2023JPMorgan Chase & Co.15,067$0.23M0.0%N/A0.000%
2/10/2023Bank of America Corp DE403,591$6.03M0.0%+0.7%0.000%
2/10/2023Advisor Group Holdings Inc.29,971$0.45M0.0%-4.6%0.000%
2/9/2023Elequin Securities LLC2,475$37K0.0%N/A0.000%
2/9/2023First Trust Advisors LP34,632$0.52M0.0%+5.7%0.000%
2/9/2023HighTower Advisors LLC57,601$0.86M0.0%N/A0.000%
2/8/2023Raymond James & Associates62,742$0.94M0.0%-3.0%0.000%
2/8/2023UBS Group AG1,705,347$25.48M0.0%+6.2%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.60,081$0.90M0.0%+1.7%0.000%
2/7/2023Commonwealth Equity Services LLC12,872$0.19M0.0%-37.3%0.000%
2/7/2023LPL Financial LLC18,933$0.28M0.0%+29.8%0.000%
2/7/2023Envestnet Asset Management Inc.284,538$4.25M0.0%+61.6%0.000%
1/31/2023Wedbush Securities Inc.73,113$1.09M0.1%-4.1%0.000%
1/23/2023Allspring Global Investments Holdings LLC877,746$13.11M0.0%+6.2%0.000%
1/18/2023Private Advisor Group LLC16,645$215.17M0.0%-71.4%0.000%
(Data available from 1/1/2016 forward)













NRGX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NRGX shares?

During the previous two years, 68 institutional investors and hedge funds held shares of PIMCO Energy and Tactical Credit Opportunities Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($136.57M), Rivernorth Capital Management LLC ($37.58M), UBS Group AG ($33.48M), Morgan Stanley ($27.89M), Punch & Associates Investment Management Inc. ($21.76M), Thomas J. Herzfeld Advisors Inc. ($20.51M), and Atlas Wealth LLC ($18.99M).Learn more on NRGX's institutional investors.

What percentage of PIMCO Energy and Tactical Credit Opportunities Fund stock is owned by institutional investors?

44.99% of PIMCO Energy and Tactical Credit Opportunities Fund stock is owned by institutional investors. Learn more on NRGX's institutional investor holdings.

Which institutional investors have been buying PIMCO Energy and Tactical Credit Opportunities Fund stock?

Of the 55 institutional investors that purchased PIMCO Energy and Tactical Credit Opportunities Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($2.65M), Atlas Wealth LLC ($0.99M), Allspring Global Investments Holdings LLC ($0.56M), Thomas J. Herzfeld Advisors Inc. ($0.46M), UBS Group AG ($0.44M), Almitas Capital LLC ($0.31M), and Envestnet Asset Management Inc. ($0.25M).

How much institutional buying is happening at PIMCO Energy and Tactical Credit Opportunities Fund?

Institutional investors have bought a total of 7,476,193 shares in the last 24 months. This purchase volume represents approximately $122.40M in transactions.

Which PIMCO Energy and Tactical Credit Opportunities Fund major shareholders have been selling company stock?

Of the 44 institutional investors that sold PIMCO Energy and Tactical Credit Opportunities Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($0.56M), Rivernorth Capital Management LLC ($0.17M), Royal Bank of Canada ($0.16M), Morgan Stanley ($0.15M), Envestnet Asset Management Inc. ($0.14M), Almitas Capital LLC ($0.14M), and Wolverine Asset Management LLC ($95.30K).

How much institutional selling is happening at PIMCO Energy and Tactical Credit Opportunities Fund?

Institutional investors have sold a total of 2,065,614 shares in the last 24 months. This volume of shares sold represents approximately $33.50M in transactions.


This page (NYSE:NRGX) was last updated on 3/2/2024 by MarketBeat.com Staff