Vault-13

NEUBERGER BERMAN ENERGY INFR NML

COM · Closed-End Fund · CUSIP 64129H104

89 institutional holders +1 vs Q1 2026
20,852,90820.9m shares reported held*
$211.5mreported value*
10 new 38 added 19 reduced 8 sold out net bought ≈ $3.9m (+386.2k shares)

* 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

050100Q3 22: 63Q4 22: 72Q1 23: 64Q2 23: 69Q3 23: 72Q4 23: 66Q1 24: 74Q2 24: 76Q3 24: 77Q4 24: 82Q1 25: 85Q2 25: 84Q3 25: 83Q4 25: 85Q1 26: 88Q2 26: 8989Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202263
Q4 202272
Q1 202364
Q2 202369
Q3 202372
Q4 202366
Q1 202474
Q2 202476
Q3 202477
Q4 202482
Q1 202585
Q2 202584
Q3 202583
Q4 202585
Q1 202688
Q2 202689

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 35 bought or addedQ3 24: 26 cut or sold outQ4 24: 36 bought or addedQ4 24: 26 cut or sold outQ4 24Q1 25: 43 bought or addedQ1 25: 24 cut or sold outQ2 25: 41 bought or addedQ2 25: 27 cut or sold outQ2 25Q3 25: 39 bought or addedQ3 25: 26 cut or sold outQ4 25: 39 bought or addedQ4 25: 26 cut or sold outQ4 25Q1 26: 48 bought or addedQ1 26: 22 cut or sold outQ2 26: 48 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243526
Q4 20243626
Q1 20254324
Q2 20254127
Q3 20253926
Q4 20253926
Q1 20264822
Q2 20264827

Biggest buyers

Saba Capital Management, L.P. Added +208,597+208.6k
LPL Financial LLC Added +84,479+84.5k
IFG Advisory, LLC Added +82,711+82.7k
Samalin Investment Counsel, LLC Added +80,048+80.0k
Pathstone Holdings, LLC New +79,223+79.2k
NewEdge Advisors, LLC Added +59,367+59.4k
UBS Group AG Added +51,643+51.6k
Cambridge Investment Research Advisors, Inc. Added +47,147+47.1k
EVOLVE PRIVATE WEALTH, LLC Added +43,839+43.8k
RAYMOND JAMES FINANCIAL INC Added +41,250+41.2k

Biggest sellers

PRIVATE MANAGEMENT GROUP INC Reduced -234,682-234.7k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Reduced -83,723-83.7k
Focus Partners Wealth Reduced -72,220-72.2k
WOLVERINE ASSET MANAGEMENT LLC Sold out -63,213-63.2k
Calamos Advisors LLC Reduced -41,164-41.2k
BI Asset Management Fondsmaeglerselskab A/S Reduced -36,073-36.1k
BANK OF AMERICA CORP /DE/ Reduced -30,694-30.7k
MORGAN STANLEY Reduced -29,024-29.0k
AMERIPRISE FINANCIAL INC Reduced -27,169-27.2k
HighTower Advisors, LLC Reduced -16,889-16.9k

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.

HolderStakeChangeShares Last filed
BANK OF AMERICA CORP /DE/ 13G · institution +1.2 pts · filed 2026-04-27 6.8% +1.2 pts 3.8m≈ $38.8m 2026-04-27
MORGAN STANLEY 13G · institution filed 2025-08-07 6.1% 3.5m≈ $35.1m 2025-08-07

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,796,8413.8m $38.5m $38.5m 0.00% Reduced -30.7k -30,694
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,220,1893.2m $32.7m $32.7m 0.00% Reduced -29.0k -29,024
3 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1.70% of their portfolio London, X0 2,781,8352.8m $28.2m $28.2m 1.70% Reduced -83.7k -83,723
4 Saba Capital Management, L.P. 0.61% of their portfolio NEW YORK, NY 1,951,6512.0m $19.8m $19.8m 0.61% Added +208.6k +208,597
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 946,783946.8k $9.6m $9.6m 0.00% Added +51.6k +51,643
6 Advisors Asset Management, Inc. 0.14% of their portfolio Monument, CO 901,049901.0k $9.1m $9.1m 0.14% Added +24.8k +24,841
7 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 813,814813.8k $8.3m $8.3m 0.01% Unchanged
8 PRIVATE MANAGEMENT GROUP INC 0.14% of their portfolio IRVINE, CA 507,125507.1k $5.1m $5.1m 0.14% Reduced -234.7k -234,682
9 OPPENHEIMER & CO INC 0.04% of their portfolio NEW YORK, NY 402,706402.7k $4.1m $4.1m 0.04% Added +5.5k +5,467
10 Thomas J. Herzfeld Advisors, Inc. 1.10% of their portfolio MIAMI BEACH, FL 352,764352.8k $3.6m $3.6m 1.10% Added +29.2k +29,238
11 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 310,691310.7k $3.2m $3.2m 0.00% Reduced -11.8k -11,836
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 300,970301.0k $3.1m $3.1m 0.00% Reduced -27.2k -27,169
13 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 287,000287.0k $2.9m $2.9m 0.00% Unchanged
14 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 267,509267.5k $2.7m $2.7m 0.00% Added +12.9k +12,895
15 UHLMANN PRICE SECURITIES, LLC 0.09% of their portfolio SKOKIE, IL 246,450246.4k $2.5m $2.5m 0.09% Added +6.5k +6,548
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 230,830230.8k $2.3m $2.3m 0.00% Added +41.2k +41,250
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 228,824228.8k $2.3m $2.3m 0.00% Added +2.6k +2,633
18 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 228,521228.5k $2.3m $2.3m 0.01% Added +59.4k +59,367
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 215,754215.8k $2.2m $2.2m 0.00% Added +84.5k +84,479
20 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 196,204196.2k $2.0m $2.0m 0.00% Reduced -72.2k -72,220
21 Samalin Investment Counsel, LLC 0.57% of their portfolio CHAPPAQUA, NY 174,324174.3k $1.8m $1.8m 0.57% Added +80.0k +80,048
22 VestGen Advisors, LLC 0.05% of their portfolio CHICAGO, IL 160,541160.5k $1.6m $1.6m 0.05% Added +6.3k +6,306
23 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 159,427159.4k $1.6m $1.6m 0.00% Reduced -138 -138
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 144,788144.8k $1.5m $1.5m 0.00% Added +33.9k +33,878
25 Closed-End Fund Advisors, Inc. 1.41% of their portfolio RICHMOND, VA 142,740142.7k $1.4m $1.4m 1.41% Added +3.4k +3,367
26 Cornerstone Wealth Management, LLC 0.05% of their portfolio ST. PETERS, MO 116,577116.6k $1.2m $1.2m 0.05% Added +3.0k +3,017
27 STALEY CAPITAL ADVISERS INC 0.05% of their portfolio PITTSBURGH, PA 115,000115.0k $1.2m $1.2m 0.05% Unchanged
28 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 106,768106.8k $1.1m $1.1m 0.01% Added +10.2k +10,178
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 87,90487.9k $892.0k $892.0k 0.00% Added +47.1k +47,147
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 84,79784.8k $859.8k $859.8k 0.00% Added +28.6k +28,592
31 IFG Advisory, LLC 0.03% of their portfolio ATLANTA, GA 84,34184.3k $855.2k $855.2k 0.03% Added +82.7k +82,711
32 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 79,22379.2k $803.3k $803.3k 0.00% New
33 Knollwood Investment Advisory, LLC 0.07% of their portfolio HUNT VALLEY, MD 79,07479.1k $801.8k $801.8k 0.07% Added +1.5k +1,526
34 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 70,61870.6k $716.1k $716.1k 0.00% Added +27.7k +27,734
35 Noble Wealth Management PBC 0.30% of their portfolio GREENWOOD VILLAGE, CO 64,92164.9k $658.3k $658.3k 0.30% Reduced -5.5k -5,529
36 EVOLVE PRIVATE WEALTH, LLC 0.04% of their portfolio LOS ANGELES, CA 64,05464.1k $649.5k $649.5k 0.04% Added +43.8k +43,839
37 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 62,71062.7k $635.9k $635.9k 0.00% Added +15.0k +15,000
38 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 59,22759.2k $600.6k $600.6k 0.00% Added +6.0k +5,983
39 Legacy Advisors, LLC 0.05% of their portfolio PLYMOUTH MEETING, PA 50,00050.0k $507.0k $507.0k 0.05% Unchanged
40 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 40,82540.8k $414.0k $414.0k 0.00% Reduced -41.2k -41,164
41 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 40,80640.8k $413.8k $413.8k 0.00% Reduced -16.9k -16,889
42 Alteri Wealth LLC 0.11% of their portfolio WESTLAKE VILLAGE, CA 39,52939.5k $400.8k $400.8k 0.11% Added +1.3k +1,254
43 RHODES INVESTMENT ADVISORS INC /ADV 0.26% of their portfolio FORT WORTH, TX 34,25034.2k $347.3k $347.3k 0.26% Reduced -1.4k -1,400
44 OpenArc Corporate Advisory, LLC 0.00% of their portfolio ATLANTA, GA 34,14634.1k $346.2k $346.2k 0.00% Unchanged
45 Henson-Edgewater Management, LLC 0.19% of their portfolio AVON, OH 33,97834.0k $361.9k $361.9k 0.19% Unchanged
46 Quantedge Capital Pte Ltd 0.24% of their portfolio Singapore, U0 31,26131.3k $317.0k $317.0k 0.24% Added +4.4k +4,400
47 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,20831.2k $316.0k $316.0k 0.00% Added +4.3k +4,319
48 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 29,64329.6k $300.6k $300.6k 0.00% Added +9.8k +9,850
49 Ballast Rock Private Wealth LLC 0.13% of their portfolio CHARLESTON, SC 28,00028.0k $283.9k $283.9k 0.13% Unchanged
50 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 24,00024.0k $243.4k $243.4k 0.00% Unchanged
51 MONETARY MANAGEMENT GROUP INC 0.05% of their portfolio ST LOUIS, MO 23,20023.2k $235.2k $235.2k 0.05% Unchanged
52 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 22,61522.6k $229.3k $229.3k 0.00% Added +468 +468
53 Arete Wealth Advisors, LLC 0.01% of their portfolio CHICAGO, IL 21,71221.7k $220.2k $220.2k 0.01% Added +111 +111
54 J. Derek Lewis & Associates Inc. 0.04% of their portfolio NEWPORT BEACH, CA 21,42121.4k $217.2k $217.2k 0.04% Unchanged
55 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 21,34921.3k $216.5k $216.5k 0.00% Added +213 +213
56 Cannell & Spears LLC 0.00% of their portfolio NEW YORK, NY 20,00020.0k $202.8k $202.8k 0.00% New
57 Abel Hall, LLC 0.04% of their portfolio BATON ROUGE, LA 20,00020.0k $202.8k $202.8k 0.04% Unchanged
58 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,77418.8k $190.4k $190.4k 0.00% Reduced -209 -209
59 First National Bank of Mount Dora, Trust Investment Services 0.04% of their portfolio MOUNT DORA, FL 17,50017.5k $177.4k $177.4k 0.04% Unchanged
60 Astoria Portfolio Advisors LLC. 0.03% of their portfolio NEW YORK, NY 15,91215.9k $161.3k $161.3k 0.03% Added +187 +187
61 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 15,50015.5k $157.2k $157.2k 0.00% New
62 Adalta Capital Management LLC 0.07% of their portfolio NEW YORK, NY 15,00015.0k $152.1k $152.1k 0.07% New
63 Stratos Wealth Advisors, LLC 0.01% of their portfolio BEACHWOOD, OH 15,00015.0k $152.1k $152.1k 0.01% Reduced -10.0k -10,000
64 Gladstone Institutional Advisory LLC 0.00% of their portfolio Bedminster, NJ 14,28214.3k $144.8k $144.8k 0.00% Added +70 +70
65 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 13,97414.0k $141.7k $141.7k 0.00% Added +116 +116
66 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 12,68412.7k $128.6k $128.6k 0.00% Added +5.1k +5,074
67 Atlas Wealth LLC 0.02% of their portfolio CINCINNATI, OH 12,03812.0k $122.1k $122.1k 0.02% New
68 NorthRock Partners, LLC 0.00% of their portfolio MINNEAPOLIS, MN 11,73911.7k $119.0k $119.0k 0.00% Reduced -1.8k -1,842
69 STEEL GROVE CAPITAL ADVISORS, LLC 0.01% of their portfolio MEMPHIS, TN 11,32511.3k $114.8k $114.8k 0.01% Unchanged
70 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,77410.8k $109.2k $109.2k 0.00% New
71 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,1829.2k $91.4k $91.4k 0.00% Unchanged
72 BI Asset Management Fondsmaeglerselskab A/S 0.00% of their portfolio KOBENHAVN, G7 6,7526.8k $68.0k $68.0k 0.00% Reduced -36.1k -36,073
73 CX Institutional 0.00% of their portfolio AUBURN, IN 5,3395.3k $54.0k $54.0k 0.00% Added +109 +109
74 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 4,4304.4k $44.9k $44.9k 0.00% New
75 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,0254.0k $40.8k $40.8k 0.00% Unchanged
76 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,5793.6k $36.3k $36.3k 0.00% Added +39 +39
77 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 3,2693.3k $33.1k $33.1k 0.00% New
78 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,1483.1k $31.9k $31.9k 0.00% Reduced -1.0k -1,035
79 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,0003.0k $30.4k $30.4k 0.00% Unchanged
80 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,9452.9k $29.9k $29.9k 0.00% Reduced -10.8k -10,766
81 MARK SHEPTOFF FINANCIAL PLANNING, LLC 0.01% of their portfolio GLASTONBURY, CT 2,4002.4k $24.3k $24.3k 0.01% Unchanged
82 BFSG, LLC 0.00% of their portfolio IRVINE, CA 2,2802.3k $23.1k $23.1k 0.00% Reduced -210 -210
83 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 1,4301.4k $14.5k $14.5k 0.00% Unchanged
84 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 1,4011.4k $14.2k $14.2k 0.00% Unchanged
85 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,0001.0k $10.1k $10.1k 0.00% Unchanged
86 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 900900 $9.1k $9.1k 0.00% Unchanged
87 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 470470 $4.8k $4.8k 0.00% Unchanged
88 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 229229 $2.3k $2.3k 0.00% New
89 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 140140 $1.4k $1.4k 0.00% New