NEUBERGER BERMAN ENERGY INFR NML
COM · Closed-End Fund · CUSIP 64129H104
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.14.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 63 |
| Q4 2022 | 72 |
| Q1 2023 | 64 |
| Q2 2023 | 69 |
| Q3 2023 | 72 |
| Q4 2023 | 66 |
| Q1 2024 | 74 |
| Q2 2024 | 76 |
| Q3 2024 | 77 |
| Q4 2024 | 82 |
| Q1 2025 | 85 |
| Q2 2025 | 84 |
| Q3 2025 | 83 |
| Q4 2025 | 85 |
| Q1 2026 | 88 |
| Q2 2026 | 89 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 35 | 26 |
| Q4 2024 | 36 | 26 |
| Q1 2025 | 43 | 24 |
| Q2 2025 | 41 | 27 |
| Q3 2025 | 39 | 26 |
| Q4 2025 | 39 | 26 |
| Q1 2026 | 48 | 22 |
| Q2 2026 | 48 | 27 |
Biggest buyers
| Saba Capital Management, L.P. | Added | +208.6k |
| LPL Financial LLC | Added | +84.5k |
| IFG Advisory, LLC | Added | +82.7k |
| Samalin Investment Counsel, LLC | Added | +80.0k |
| Pathstone Holdings, LLC | New | +79.2k |
| NewEdge Advisors, LLC | Added | +59.4k |
| UBS Group AG | Added | +51.6k |
| Cambridge Investment Research Advisors, Inc. | Added | +47.1k |
| EVOLVE PRIVATE WEALTH, LLC | Added | +43.8k |
| RAYMOND JAMES FINANCIAL INC | Added | +41.2k |
Biggest sellers
| PRIVATE MANAGEMENT GROUP INC | Reduced | -234.7k |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | Reduced | -83.7k |
| Focus Partners Wealth | Reduced | -72.2k |
| WOLVERINE ASSET MANAGEMENT LLC | Sold out | -63.2k |
| Calamos Advisors LLC | Reduced | -41.2k |
| BI Asset Management Fondsmaeglerselskab A/S | Reduced | -36.1k |
| BANK OF AMERICA CORP /DE/ | Reduced | -30.7k |
| MORGAN STANLEY | Reduced | -29.0k |
| AMERIPRISE FINANCIAL INC | Reduced | -27.2k |
| HighTower Advisors, LLC | Reduced | -16.9k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BANK OF AMERICA CORP /DE/ 13G · institution +1.2 pts · filed 2026-04-27 | 6.8% |
| MORGAN STANLEY 13G · institution filed 2025-08-07 | 6.1% |
Fell to 5% or below in the last year: CITY OF LONDON INVESTMENT MANAGEMENT CO LTD (4.9%, 2026-05-07)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.8m $38.5m | Reduced -30.7k |
| MORGAN STANLEY 0.00% of their portfolio | 3.2m $32.7m | Reduced -29.0k |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1.70% of their portfolio | 2.8m $28.2m | Reduced -83.7k |
| Saba Capital Management, L.P. 0.61% of their portfolio | 2.0m $19.8m | Added +208.6k |
| UBS Group AG 0.00% of their portfolio | 946.8k $9.6m | Added +51.6k |
| Advisors Asset Management, Inc. 0.14% of their portfolio | 901.0k $9.1m | Added +24.8k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 813.8k $8.3m | Unchanged |
| PRIVATE MANAGEMENT GROUP INC 0.14% of their portfolio | 507.1k $5.1m | Reduced -234.7k |
| OPPENHEIMER & CO INC 0.04% of their portfolio | 402.7k $4.1m | Added +5.5k |
| Thomas J. Herzfeld Advisors, Inc. 1.10% of their portfolio | 352.8k $3.6m | Added +29.2k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 310.7k $3.2m | Reduced -11.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 301.0k $3.1m | Reduced -27.2k |
| COHEN & STEERS, INC. 0.00% of their portfolio | 287.0k $2.9m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 267.5k $2.7m | Added +12.9k |
| UHLMANN PRICE SECURITIES, LLC 0.09% of their portfolio | 246.4k $2.5m | Added +6.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 230.8k $2.3m | Added +41.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 228.8k $2.3m | Added +2.6k |
| NewEdge Advisors, LLC 0.01% of their portfolio | 228.5k $2.3m | Added +59.4k |
| LPL Financial LLC 0.00% of their portfolio | 215.8k $2.2m | Added +84.5k |
| Focus Partners Wealth 0.00% of their portfolio | 196.2k $2.0m | Reduced -72.2k |
| Samalin Investment Counsel, LLC 0.57% of their portfolio | 174.3k $1.8m | Added +80.0k |
| VestGen Advisors, LLC 0.05% of their portfolio | 160.5k $1.6m | Added +6.3k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 159.4k $1.6m | Reduced -138 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 144.8k $1.5m | Added +33.9k |
| Closed-End Fund Advisors, Inc. 1.41% of their portfolio | 142.7k $1.4m | Added +3.4k |
| Cornerstone Wealth Management, LLC 0.05% of their portfolio | 116.6k $1.2m | Added +3.0k |
| STALEY CAPITAL ADVISERS INC 0.05% of their portfolio | 115.0k $1.2m | Unchanged |
| Sanctuary Advisors, LLC 0.01% of their portfolio | 106.8k $1.1m | Added +10.2k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 87.9k $892.0k | Added +47.1k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 84.8k $859.8k | Added +28.6k |
| IFG Advisory, LLC 0.03% of their portfolio | 84.3k $855.2k | Added +82.7k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 79.2k $803.3k | New |
| Knollwood Investment Advisory, LLC 0.07% of their portfolio | 79.1k $801.8k | Added +1.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 70.6k $716.1k | Added +27.7k |
| Noble Wealth Management PBC 0.30% of their portfolio | 64.9k $658.3k | Reduced -5.5k |
| EVOLVE PRIVATE WEALTH, LLC 0.04% of their portfolio | 64.1k $649.5k | Added +43.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 62.7k $635.9k | Added +15.0k |
| &PARTNERS 0.00% of their portfolio | 59.2k $600.6k | Added +6.0k |
| Legacy Advisors, LLC 0.05% of their portfolio | 50.0k $507.0k | Unchanged |
| Calamos Advisors LLC 0.00% of their portfolio | 40.8k $414.0k | Reduced -41.2k |
| HighTower Advisors, LLC 0.00% of their portfolio | 40.8k $413.8k | Reduced -16.9k |
| Alteri Wealth LLC 0.11% of their portfolio | 39.5k $400.8k | Added +1.3k |
| RHODES INVESTMENT ADVISORS INC /ADV 0.26% of their portfolio | 34.2k $347.3k | Reduced -1.4k |
| OpenArc Corporate Advisory, LLC 0.00% of their portfolio | 34.1k $346.2k | Unchanged |
| Henson-Edgewater Management, LLC 0.19% of their portfolio | 34.0k $361.9k | Unchanged |
| Quantedge Capital Pte Ltd 0.24% of their portfolio | 31.3k $317.0k | Added +4.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 31.2k $316.0k | Added +4.3k |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 29.6k $300.6k | Added +9.8k |
| Ballast Rock Private Wealth LLC 0.13% of their portfolio | 28.0k $283.9k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 24.0k $243.4k | Unchanged |
| MONETARY MANAGEMENT GROUP INC 0.05% of their portfolio | 23.2k $235.2k | Unchanged |
| CHOREO, LLC 0.00% of their portfolio | 22.6k $229.3k | Added +468 |
| Arete Wealth Advisors, LLC 0.01% of their portfolio | 21.7k $220.2k | Added +111 |
| J. Derek Lewis & Associates Inc. 0.04% of their portfolio | 21.4k $217.2k | Unchanged |
| CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio | 21.3k $216.5k | Added +213 |
| Cannell & Spears LLC 0.00% of their portfolio | 20.0k $202.8k | New |
| Abel Hall, LLC 0.04% of their portfolio | 20.0k $202.8k | Unchanged |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 18.8k $190.4k | Reduced -209 |
| First National Bank of Mount Dora, Trust Investment Services 0.04% of their portfolio | 17.5k $177.4k | Unchanged |
| Astoria Portfolio Advisors LLC. 0.03% of their portfolio | 15.9k $161.3k | Added +187 |
| Arax Advisory Partners 0.00% of their portfolio | 15.5k $157.2k | New |
| Adalta Capital Management LLC 0.07% of their portfolio | 15.0k $152.1k | New |
| Stratos Wealth Advisors, LLC 0.01% of their portfolio | 15.0k $152.1k | Reduced -10.0k |
| Gladstone Institutional Advisory LLC 0.00% of their portfolio | 14.3k $144.8k | Added +70 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 14.0k $141.7k | Added +116 |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 12.7k $128.6k | Added +5.1k |
| Atlas Wealth LLC 0.02% of their portfolio | 12.0k $122.1k | New |
| NorthRock Partners, LLC 0.00% of their portfolio | 11.7k $119.0k | Reduced -1.8k |
| STEEL GROVE CAPITAL ADVISORS, LLC 0.01% of their portfolio | 11.3k $114.8k | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 10.8k $109.2k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 9.2k $91.4k | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S 0.00% of their portfolio | 6.8k $68.0k | Reduced -36.1k |
| CX Institutional 0.00% of their portfolio | 5.3k $54.0k | Added +109 |
| Institute for Wealth Management, LLC. 0.00% of their portfolio | 4.4k $44.9k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 4.0k $40.8k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 3.6k $36.3k | Added +39 |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 3.3k $33.1k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 3.1k $31.9k | Reduced -1.0k |
| CITIGROUP INC 0.00% of their portfolio | 3.0k $30.4k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 2.9k $29.9k | Reduced -10.8k |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC 0.01% of their portfolio | 2.4k $24.3k | Unchanged |
| BFSG, LLC 0.00% of their portfolio | 2.3k $23.1k | Reduced -210 |
| Atlantic Union Bankshares Corp 0.00% of their portfolio | 1.4k $14.5k | Unchanged |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 1.4k $14.2k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.0k $10.1k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 900 $9.1k | Unchanged |
| CoreCap Advisors, LLC 0.00% of their portfolio | 470 $4.8k | Unchanged |
| Continuum Advisory, LLC 0.00% of their portfolio | 229 $2.3k | New |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 140 $1.4k | New |