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Neuberger Berman Energy Infrastructure and Income Fund (NML) Institutional Ownership

Neuberger Berman Energy Infrastructure and Income Fund logo
$10.85 +0.08 (+0.74%)
Closing price 04:10 PM Eastern
Extended Trading
$10.86 +0.01 (+0.13%)
As of 06:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Neuberger Berman Energy Infrastructure and Income Fund (NYSEAMERICAN:NML)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$26.07M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$10.92M
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Skip Chart & View Institutional Buying and Selling Data

NML Institutional Buying and Selling by Quarter

Neuberger Berman Energy Infrastructure and Income Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 NorthRock Partners LLC11,739$119K0.0%-13.6%0.000%
9/9/2026 Integrated Wealth Concepts LLC2,945$30K0.0%-78.5%0.000%
9/9/2026 NewEdge Advisors LLC228,521$2.32M0.0%+35.1%0.000%
8/26/2026 HighTower Advisors LLC40,806$414K0.0%-29.3%0.000%
8/23/2026 Ameritas Advisory Services LLC3,269$33K0.0%N/A0.000%
8/22/2026 Knollwood Investment Advisory LLC79,074$802K0.1%+2.0%0.000%
8/20/2026 Private Management Group Inc.507,125$5.14M0.1%-31.6%0.000%
7/1/2026 Noble Wealth Management PBC64,921$658K0.3%-7.8%0.000%
6/3/2026 NewEdge Advisors LLC169,154$1.78M0.0%-5.9%0.000%
5/19/2026 Western Wealth Management LLC3,750$39K0.0%N/A0.000%
5/19/2026 NewEdge Advisors LLC169,154$1.78M0.0%-5.9%0.000%
5/19/2026 Bank of America Corp DE3,827,535$40.23M0.0%+6.7%0.000%
5/16/2026 Saba Capital Management L.P.1,743,054$18.32M0.5%+23.1%0.000%
5/12/2026 Quantedge Capital Pte Ltd26,861$282K0.2%+29.4%0.000%
5/5/2026 Sanctuary Advisors LLC96,590$1.02M0.0%+8.9%0.000%
5/4/2026 Calamos Advisors LLC81,989$862K0.0%+13.5%0.000%
5/1/2026 Fifth Third Bancorp7,610$80K0.0%N/A0.000%
4/28/2026 Astoria Portfolio Advisors LLC.15,725$157K0.0%-7.5%0.000%
4/16/2026 Evolve Private Wealth LLC20,215$212K0.0%+92.5%0.000%
4/16/2026 Uhlmann Price Securities LLC239,902$2.52M0.2%+2.9%0.000%
3/23/2026 J. Derek Lewis & Associates Inc.21,421$182K0.0%N/A0.000%
3/17/2026 Rockefeller Capital Management L.P.56,205$478K0.0%+56.1%0.000%
2/19/2026 Invesco Ltd.229,887$1.95M0.0%+62.3%0.000%
2/18/2026 NewEdge Advisors LLC179,828$1.53M0.0%+2.4%0.000%
2/18/2026 Saba Capital Management L.P.1,416,482$12.04M0.4%+205.3%0.000%
2/18/2026 Evolve Private Wealth LLC10,500$89K0.0%N/A0.000%
2/17/2026 Cetera Investment Advisers47,570$404K0.0%-6.4%0.000%
2/17/2026 Quantedge Capital Pte Ltd20,761$176K0.1%N/A0.000%
2/17/2026 Osaic Holdings Inc.119,284$1.01M0.0%+2.4%0.000%
2/17/2026 Royal Bank of Canada26,646$226K0.0%+23.3%0.000%
2/16/2026 Focus Partners Wealth270,370$2.30M0.0%+1,070.6%0.000%
2/13/2026 OpenArc Corporate Advisory LLC34,146$290K0.0%N/A0.000%
2/13/2026 Wells Fargo & Company MN110,406$938K0.0%+18.4%0.000%
2/12/2026 Advisors Asset Management Inc.853,025$7.25M0.1%-14.8%0.000%
2/12/2026 Jane Street Group LLC11,741$100K0.0%-26.3%0.000%
2/12/2026 Commonwealth Equity Services LLC41,177$350K0.0%+110.9%0.000%
2/12/2026 Private Management Group Inc.750,577$6.38M0.2%-6.7%0.000%
2/11/2026 Monetary Management Group Inc.7,000$60K0.0%+27.3%0.000%
2/11/2026 LPL Financial LLC126,112$1.07M0.0%+1.6%0.000%
2/11/2026 Closed End Fund Advisors Inc.118,163$1.00M0.6%N/A0.000%
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2/10/2026 Northwestern Mutual Wealth Management Co.14,762$125K0.0%+8.1%0.000%
2/6/2026 HighTower Advisors LLC42,019$357K0.0%-8.1%0.000%
2/5/2026 Soltis Investment Advisors LLC18,013$153K0.0%N/A0.000%
2/5/2026 Cornerstone Wealth Management LLC111,311$946K0.0%+3.3%0.000%
2/4/2026 Ballast Rock Private Wealth LLC28,000$238K0.1%N/A0.000%
2/2/2026 Wolverine Asset Management LLC176,628$1.50M0.0%N/A0.000%
2/2/2026 Oppenheimer & Co. Inc.333,179$2.83M0.0%-0.6%0.000%
1/29/2026 UBS Group AG852,408$7.25M0.0%+0.6%0.000%
1/29/2026 Sanctuary Advisors LLC88,711$754K0.0%+3.5%0.000%
1/29/2026 Calamos Advisors LLC72,229$614K0.0%+32.1%0.000%
1/20/2026 Stratos Wealth Advisors LLC28,000$238K0.0%-6.7%0.000%
1/12/2026 Uhlmann Price Securities LLC233,098$1.98M1.2%+1.8%0.000%
12/1/2025 Polar Asset Management Partners Inc.253,740$2.21M0.0%+1.2%0.000%
11/17/2025 NewEdge Advisors LLC175,622$1.53M0.0%+5.1%0.000%
11/17/2025 Focus Partners Wealth23,097$201K0.0%N/A0.000%
11/17/2025 City of London Investment Management Co. Ltd.3,225,547$28.13M2.1%-5.8%0.000%
11/17/2025 Bank of America Corp DE3,227,379$28.14M0.0%+4.0%0.000%
11/17/2025 Ameriprise Financial Inc.314,819$2.75M0.0%+27.7%0.000%
11/14/2025 Polar Asset Management Partners Inc.253,740$2.21M0.0%+1.2%0.000%
11/14/2025 Raymond James Financial Inc.171,739$1.50M0.0%+1.6%0.000%
11/14/2025 NorthRock Partners LLC15,468$135K0.0%N/A0.000%
11/14/2025 Newbridge Financial Services Group Inc.40,541$354K0.1%N/A0.000%
11/14/2025 Private Management Group Inc.804,680$7.02M0.2%-0.8%0.000%
11/13/2025 Legacy Advisors LLC50,000$436K0.1%N/A0.000%
11/13/2025 UBS Group AG847,633$7.39M0.0%-9.2%0.000%
11/12/2025 IFG Advisory LLC80,072$698K0.0%-48.2%0.000%
11/12/2025 Arete Wealth Advisors LLC21,400$187K0.0%-35.2%0.000%
11/10/2025 Alteri Wealth LLC38,275$334K0.1%+27.6%0.000%
11/10/2025 Adapt Wealth Advisors LLC14,850$129K0.0%N/A0.000%
11/7/2025 Cornerstone Advisors LLC67,877$592K0.0%-60.5%0.000%
11/7/2025 Uhlmann Price Securities LLC228,922$2.00M1.2%+4.7%0.000%
11/6/2025 Advisors Asset Management Inc.1,001,455$8.73M0.1%-17.6%0.000%
11/6/2025 Stratos Wealth Advisors LLC30,000$262K0.0%-6.3%0.000%
11/6/2025 Oppenheimer & Co. Inc.335,107$2.92M0.0%+0.8%0.000%
11/4/2025 Cornerstone Wealth Management LLC107,769$940K0.1%+4.0%0.000%
11/3/2025 Truist Financial Corp19,708$172K0.0%-7.5%0.000%
10/21/2025Optimum Investment Advisors143,910$1.26M0.5%+1.6%0.000%
10/20/2025 Calamos Advisors LLC54,661$477K0.0%+21.7%0.000%
9/4/2025 Osaic Holdings Inc.119,124$1.07M0.0%+11.9%0.000%
8/22/2025 TT Capital Management LLC27,140$233K0.1%N/A0.000%
8/15/2025 Monetary Management Group Inc.5,200$47K0.0%+30.0%0.000%
8/15/2025 Bank of America Corp DE3,104,313$27.94M0.0%-7.7%0.000%
8/15/2025 Ameriprise Financial Inc.246,471$2.22M0.0%+8.2%0.000%
8/14/2025MGB Wealth Management LLC10,000$90K0.0%-33.3%0.000%
8/14/2025 Raymond James Financial Inc.169,049$1.52M0.0%-2.4%0.000%
8/14/2025 Quantedge Capital Pte Ltd26,261$236K0.2%+115.9%0.000%
8/14/2025 NewEdge Advisors LLC167,030$1.50M0.0%+249.4%0.000%
8/13/2025 Walleye Capital LLC117,840$1.06M0.0%+6.8%0.000%
8/13/2025 Invesco Ltd.86,186$776K0.0%+91.6%0.000%
8/12/2025 Advisors Asset Management Inc.1,216,089$10.95M0.2%-1.1%0.000%
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8/12/2025 Private Management Group Inc.810,943$7.30M0.2%-1.0%0.000%
8/11/2025 Traub Capital Management LLC5,400$49K0.0%N/A0.000%
8/8/2025 Cornerstone Advisors LLC171,726$1.55M0.1%N/A0.000%
8/8/2025 City of London Investment Management Co. Ltd.3,424,386$30.82M2.9%-3.4%0.000%
8/8/2025 Cetera Investment Advisers41,991$378K0.0%+8.4%0.000%
8/8/2025 Calamos Advisors LLC44,901$404K0.0%-23.2%0.000%
8/4/2025 IFG Advisory LLC154,607$1.39M0.1%+10.4%0.000%
8/4/2025 Wolverine Asset Management LLC414,695$3.73M0.0%+108.0%0.000%
7/29/2025 Uhlmann Price Securities LLC218,623$1.97M1.4%+7.2%0.000%
7/25/2025 Astoria Portfolio Advisors LLC.16,320$141K0.0%+10.2%0.000%


NML Institutional Ownership - Frequently Asked Questions

During the previous two years, 73 institutional investors and hedge funds held shares of Neuberger Berman Energy Infrastructure and Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($40.23M), City of London Investment Management Co. Ltd. ($28.13M), Saba Capital Management L.P. ($18.32M), Advisors Asset Management Inc. ($7.25M), UBS Group AG ($7.25M), D. E. Shaw & Co. Inc. ($7.09M), and Private Management Group Inc. ($5.14M).Learn more on Neuberger Berman Energy Infrastructure and Income Fund's institutional investors.

Of the 63 institutional investors that purchased Neuberger Berman Energy Infrastructure and Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($1.28M), Bank of America Corp DE ($768.15K), Wolverine Asset Management LLC ($591.32K), Penserra Capital Management LLC ($570.11K), Raymond James Financial Inc. ($368.53K), Kovitz Investment Group Partners LLC ($326.34K), and Focus Partners Wealth ($270.37K).

Institutional investors have bought a total of 2,897,736 shares in the last 24 months. This purchase volume represents approximately $26.07M in transactions.

Of the 18 institutional investors that sold Neuberger Berman Energy Infrastructure and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($363.06K), Private Management Group Inc. ($295.05K), City of London Investment Management Co. Ltd. ($198.84K), Cornerstone Advisors LLC ($103.85K), UBS Group AG ($85.60K), IFG Advisory LLC ($74.54K), and NewEdge Advisors LLC ($21.35K).

Institutional investors have sold a total of 1,208,843 shares in the last 24 months. This volume of shares sold represents approximately $10.92M in transactions.


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Institutional ownership data for NYSEAMERICAN:NML is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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