NEUBERGER ENGY INFRSTR & INC (NML)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
85
Reporting holders
$207.6M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $38.5M | 3,796,841 | 0.00% | 31q | -0.8%-$311.2K |
| MORGAN STANLEY | $32.7M | 3,220,189 | 0.00% | 35q | -0.9%-$294.3K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $28.2M | 2,781,835 | 1.70% | 31q | -2.9%-$849.0K |
| Saba Capital Management, L.P. | $19.8M | 1,951,651 | 0.51% | 18q | +12.0%+$2.1M |
| UBS Group AG | $9.6M | 946,783 | 0.00% | 31q | +5.8%+$523.7K |
| Advisors Asset Management, Inc. | $9.1M | 901,049 | 0.14% | 34q | +2.8%+$251.9K |
| D. E. Shaw & Co., Inc. | $8.3M | 813,814 | 0.00% | 14q | HELD |
| PRIVATE MANAGEMENT GROUP INC | $5.1M | 507,125 | 0.14% | 27q | -31.6%-$2.4M |
| OPPENHEIMER & CO INC | $4.1M | 402,706 | 0.04% | 15q | +1.4%+$55.4K |
| Thomas J. Herzfeld Advisors, Inc. | $3.6M | 352,764 | 1.10% | 2q | +9.0%+$296.5K |
| STIFEL FINANCIAL CORP | $3.2M | 310,691 | 0.00% | 31q | -3.7%-$120.0K |
| AMERIPRISE FINANCIAL INC | $3.1M | 300,970 | 0.00% | 31q | -54.1%-$3.6M |
| Invesco Ltd. | $2.7M | 267,509 | 0.00% | 9q | +5.1%+$130.8K |
| UHLMANN PRICE SECURITIES, LLC | $2.5M | 246,450 | 0.09% | 8q | +2.7%+$66.4K |
| RAYMOND JAMES FINANCIAL INC | $2.3M | 230,830 | 0.00% | 7q | +21.8%+$418.3K |
| WELLS FARGO & COMPANY/MN | $2.3M | 228,824 | 0.00% | 31q | -49.4%-$2.3M |
| NewEdge Advisors, LLC | $2.3M | 228,521 | 0.01% | 18q | +35.1%+$602.0K |
| LPL Financial LLC | $2.2M | 215,754 | 0.00% | 23q | +64.4%+$856.6K |
| Focus Partners Wealth | $2.0M | 196,204 | 0.00% | 4q | -26.9%-$732.3K |
| Samalin Investment Counsel, LLC | $1.8M | 174,324 | 0.55% | 2q | +84.9%+$811.7K |
| VestGen Advisors, LLC | $1.6M | 160,541 | 0.05% | 4q | +4.1%+$63.9K |
| NEUBERGER BERMAN GROUP LLC | $1.6M | 159,427 | 0.00% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $1.5M | 144,788 | 0.00% | 26q | +30.5%+$343.6K |
| Closed-End Fund Advisors, Inc. | $1.4M | 142,740 | 1.41% | 3q | +2.4%+$34.1K |
| Cornerstone Wealth Management, LLC | $1.2M | 116,577 | 0.05% | 14q | +2.7%+$30.6K |
| STALEY CAPITAL ADVISERS INC | $1.2M | 115,000 | 0.05% | 31q | HELD |
| Sanctuary Advisors, LLC | $1.1M | 106,768 | 0.01% | 9q | +10.5%+$103.2K |
| Rockefeller Capital Management L.P. | $859.8K | 84,797 | 0.00% | 9q | +50.9%+$289.9K |
| IFG Advisory, LLC | $855.2K | 84,341 | 0.03% | 13q | +5074.3%+$838.7K |
| Pathstone Holdings, LLC | $803.3K | 79,223 | 0.00% | new | NEW |
| Knollwood Investment Advisory, LLC | $801.8K | 79,074 | 0.07% | 13q | +2.0%+$15.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $716.1K | 70,618 | 0.00% | 31q | +64.7%+$281.2K |
| Noble Wealth Management PBC | $658.3K | 64,921 | 0.29% | 2q | -7.8%-$56.1K |
| EVOLVE PRIVATE WEALTH, LLC | $649.5K | 64,054 | 0.04% | 3q | +216.9%+$444.5K |
| Cetera Investment Advisers | $635.9K | 62,710 | 0.00% | 9q | +31.4%+$152.1K |
| &PARTNERS | $600.6K | 59,227 | 0.00% | 2q | +11.2%+$60.7K |
| Legacy Advisors, LLC | $507.0K | 50,000 | 0.05% | 4q | HELD |
| Calamos Advisors LLC | $414.0K | 40,825 | 0.00% | 10q | -50.2%-$417.4K |
| HighTower Advisors, LLC | $413.8K | 40,806 | 0.00% | 18q | -29.3%-$171.3K |
| Alteri Wealth LLC | $400.8K | 39,529 | 0.11% | 7q | +3.3%+$12.7K |
| Henson-Edgewater Management, LLC | $361.9K | 33,978 | 0.19% | 3q | HELD |
| RHODES INVESTMENT ADVISORS INC /ADV | $347.3K | 34,250 | 0.26% | 3q | -3.9%-$14.2K |
| OpenArc Corporate Advisory, LLC | $346.2K | 34,146 | 0.00% | 3q | HELD |
| Quantedge Capital Pte Ltd | $317.0K | 31,261 | 0.24% | 3q | +16.4%+$44.6K |
| ROYAL BANK OF CANADA | $316.0K | 31,208 | 0.00% | 31q | +16.1%+$43.7K |
| Beacon Pointe Advisors, LLC | $300.6K | 29,643 | 0.00% | 4q | +49.8%+$99.9K |
| Ballast Rock Private Wealth LLC | $283.9K | 28,000 | 0.13% | 3q | HELD |
| US BANCORP \DE\ | $243.4K | 24,000 | 0.00% | 2q | HELD |
| MONETARY MANAGEMENT GROUP INC | $235.2K | 23,200 | 0.05% | 15q | HELD |
| CHOREO, LLC | $229.3K | 22,615 | 0.00% | 9q | +2.1%+$4.7K |
| Arete Wealth Advisors, LLC | $220.2K | 21,712 | 0.00% | 5q | +0.5%+$1.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $218.5K | 21,548 | 0.00% | new | NEW |
| J. Derek Lewis & Associates Inc. | $217.2K | 21,421 | 0.04% | 3q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $216.5K | 21,349 | 0.00% | 7q | +1.0%+$2.2K |
| Cannell & Spears LLC | $202.8K | 20,000 | 0.00% | new | NEW |
| Abel Hall, LLC | $202.8K | 20,000 | 0.04% | 9q | HELD |
| TRUIST FINANCIAL CORP | $190.4K | 18,774 | 0.00% | 27q | -1.1%-$2.1K |
| First National Bank of Mount Dora, Trust Investment Services | $177.4K | 17,500 | 0.04% | 23q | HELD |
| Astoria Portfolio Advisors LLC. | $161.3K | 15,912 | 0.03% | 12q | +1.2%+$1.9K |
| Arax Advisory Partners | $157.2K | 15,500 | 0.00% | new | NEW |
| Adalta Capital Management LLC | $152.1K | 15,000 | 0.07% | new | NEW |
| Stratos Wealth Advisors, LLC | $152.1K | 15,000 | 0.01% | 13q | -40.0%-$101.4K |
| Gladstone Institutional Advisory LLC | $144.8K | 14,282 | 0.00% | 22q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141.7K | 13,974 | 0.00% | 20q | +0.8%+$1.2K |
| FIFTH THIRD BANCORP | $128.6K | 12,684 | 0.00% | 2q | +66.7%+$51.5K |
| Atlas Wealth LLC | $122.1K | 12,038 | 0.02% | new | NEW |
| NorthRock Partners, LLC | $119.0K | 11,739 | 0.00% | 4q | -13.6%-$18.7K |
| STEEL GROVE CAPITAL ADVISORS, LLC | $114.8K | 11,325 | 0.01% | 8q | HELD |
| JPMORGAN CHASE & CO | $91.4K | 9,182 | 0.00% | 6q | HELD |
| Institute for Wealth Management, LLC. | $44.9K | 4,430 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $40.8K | 4,025 | 0.00% | 29q | HELD |
| IFP Advisors, Inc | $36.3K | 3,579 | 0.00% | 14q | +1.1% |
| Ameritas Advisory Services, LLC | $33.1K | 3,269 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $31.9K | 3,148 | 0.00% | 6q | -24.7%-$10.5K |
| CITIGROUP INC | $30.4K | 3,000 | 0.00% | 31q | HELD |
| Integrated Wealth Concepts LLC | $29.9K | 2,945 | 0.00% | 2q | -78.5%-$109.2K |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $24.3K | 2,400 | 0.01% | 7q | HELD |
| BFSG, LLC | $23.1K | 2,280 | 0.00% | 12q | -8.4%-$2.1K |
| Atlantic Union Bankshares Corp | $14.5K | 1,430 | 0.00% | 5q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $14.2K | 1,401 | 0.00% | 5q | HELD |
| PNC Financial Services Group, Inc. | $10.1K | 1,000 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $9.1K | 900 | 0.00% | 10q | HELD |
| CoreCap Advisors, LLC | $4.8K | 470 | 0.00% | 10q | HELD |
| COHEN & STEERS, INC. | $2.9K | 287,000 | 0.00% | 15q | HELD |
| Continuum Advisory, LLC | $2.3K | 229 | 0.00% | new | NEW |
| JFS WEALTH ADVISORS, LLC | $1.4K | 140 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $892 | 87,904 | 0.00% | 8q | +115.7% |
| BI Asset Management Fondsmaeglerselskab A/S | $68 | 6,752 | 0.00% | 9q | -84.2% |
| CX Institutional | $54 | 5,339 | 0.00% | 6q | +2.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 85 | $207.6M | 20,476,687 | 10 | 34 | 18 | 0.0% |
| Q1 2026 | 83 | $215.2M | 20,477,852 | 11 | 30 | 15 | 0.0% |
| Q4 2025 | 80 | $170.9M | 20,100,629 | 5 | 29 | 15 | 0.0% |
| Q3 2025 | 76 | $156.7M | 17,975,534 | 8 | 26 | 17 | 0.0% |
| Q2 2025 | 77 | $174.2M | 19,357,431 | 7 | 29 | 18 | 0.0% |
| Q1 2025 | 78 | $174.5M | 19,396,807 | 10 | 24 | 15 | 0.0% |
| Q4 2024 | 73 | $180.6M | 20,453,824 | 9 | 19 | 18 | 0.0% |
| Q3 2024 | 68 | $185.1M | 22,572,333 | 4 | 20 | 19 | 0.0% |
| Q2 2024 | 70 | $197.0M | 24,620,423 | 11 | 20 | 18 | 0.0% |
| Q1 2024 | 70 | $269.2M | 36,561,425 | 13 | 22 | 17 | 0.0% |
| Q4 2023 | 62 | $241.1M | 35,050,151 | 4 | 21 | 13 | 0.0% |
| Q3 2023 | 67 | $194.5M | 28,275,521 | 9 | 14 | 16 | 0.0% |
| Q2 2023 | 62 | $203.0M | 29,526,292 | 6 | 16 | 17 | 0.0% |
| Q1 2023 | 56 | $202.4M | 30,796,343 | 6 | 16 | 15 | 0.0% |
| Q4 2022 | 59 | $202.5M | 30,435,765 | 10 | 15 | 12 | 0.0% |
| Q3 2022 | 61 | $188.3M | 30,768,231 | 0 | 13 | 23 | 0.0% |
| Q2 2022 | 70 | $173.2M | 28,824,104 | 7 | 8 | 29 | 0.0% |
| Q1 2022 | 70 | $172.2M | 26,756,322 | 10 | 17 | 20 | 0.0% |
| Q4 2021 | 68 | $132.9M | 25,403,779 | 8 | 16 | 21 | 0.0% |
| Q3 2021 | 66 | $116.3M | 23,555,653 | 4 | 15 | 24 | 0.0% |
| Q2 2021 | 67 | $113.0M | 22,612,567 | 6 | 13 | 24 | 0.0% |
| Q1 2021 | 71 | $97.0M | 23,094,085 | 17 | 12 | 24 | 0.0% |
| Q4 2020 | 63 | $77.3M | 22,908,701 | 16 | 14 | 19 | 0.0% |
| Q3 2020 | 57 | $53.9M | 22,648,186 | 16 | 13 | 14 | 0.0% |
| Q2 2020 | 46 | $62.0M | 21,131,580 | 9 | 15 | 14 | 0.0% |
| Q1 2020 | 56 | $42.3M | 22,360,231 | 15 | 16 | 15 | 0.0% |
| Q4 2019 | 55 | $136.1M | 20,129,017 | 13 | 19 | 11 | 0.0% |
| Q3 2019 | 48 | $135.0M | 18,748,729 | 2 | 19 | 20 | 0.0% |
| Q2 2019 | 52 | $133.3M | 17,758,563 | 8 | 16 | 18 | 0.0% |
| Q1 2019 | 53 | $140.1M | 17,600,895 | 6 | 18 | 16 | 0.0% |
| Q4 2018 | 55 | $118.8M | 17,767,509 | 1 | 2 | 0 | 0.0% |