Skip to content
Disclosery

NML NEUBERGER ENGY INFRSTR & INC

Follow

COM (fund), issuer CIK 1562051

84 managers (84 13F filers) reported a position in NML shares at 2025-06-30, 19,760,090 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
84
13F filers
84
New
8
Added
32
Reduced
19
Sold out
9
Shares held by filers
19,760,090

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,458,001$31.1M<0.01%-224,65113F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…3,424,386$30.8M2.86%-120,11013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,104,313$27.9M<0.01%-258,96613F-HRTimelineGroup
Advisors Asset Management, Inc.1,216,089$10.9M0.2%-13,43013F-HR/ATimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.1,047,478$9.43M0.26%-121,62213F-HRTimelineGroup
UBS Group AGin group UBS Group AG933,237$8.4M<0.01%+53,24213F-HRTimelineGroup
PRIVATE MANAGEMENT GROUP INC810,943$7.3M0.24%-8,27713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.796,270$7.17M0.01%-6,37113F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC414,695$3.73M0.06%+215,34813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …332,512$2.99M0.04%+3,04213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP315,903$2.84M<0.01%-2,99613F-HRTimelineGroup
NorthCoast Asset Management LLC310,942$2.8M0.01%-9,26813F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.287,000$2.58M<0.01%013F-HRTimelineGroup
Polar Asset Management Partners Inc.250,648$2.26M0.06%+130,52113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC246,471$2.22M<0.01%+18,74713F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC218,623$1.97M1.4%+14,61613F-HRTimeline
Cornerstone Advisors, LLC171,726$1.55M0.05%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC169,049$1.52M<0.01%-4,10013F-HRTimelineGroup
NewEdge Advisors, LLC167,030$1.5M0.01%+119,22613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC157,259$1.42M<0.01%+131,35713F-HR/ATimelineGroup
IFG Advisory, LLC154,607$1.39M0.07%+14,52613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS141,610$1.27M0.55%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.119,124$1.07M<0.01%+12,67813F-HR/ATimelineGroup
Walleye Capital LLCin group Walleye Capital LLC117,840$1.06M0.01%+7,49513F-HRTimelineGroup
LPL Financial LLC115,088$1.04M<0.01%+21,32813F-HRTimeline
STALEY CAPITAL ADVISERS INC115,000$1.03M0.04%013F-HRTimeline
Cornerstone Wealth Management, LLC103,654$933K0.06%+3,20113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.86,186$776K<0.01%+41,20513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN83,670$753K<0.01%+1,92013F-HRTimelineGroup
Knollwood Investment Advisory, LLC77,116$694K0.07%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,237$488K<0.01%+14413F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC44,901$404K<0.01%-13,58413F-HRTimelineGroup
HighTower Advisors, LLC42,198$380K<0.01%+63113F-HRTimeline
Cetera Investment Advisers41,991$378K<0.01%+3,26113F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…40,870$367K<0.01%+80913F-HRTimelineGroup
Sanctuary Advisors, LLC38,709$348K<0.01%+23,27013F-HRTimeline
Cambridge Investment Research Advisors,…35,175$317K<0.01%+8,30613F-HRTimeline
Arete Wealth Advisors, LLC33,000$297K0.02%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.32,000$288K0.02%013F-HRTimelineGroup
Alteri Wealth LLC30,000$270K0.1%+1,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,818$241K<0.01%-3,34813F-HR/ATimelineGroup
Quantedge Capital Pte Ltd26,261$236K0.22%+14,10013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,805$232K<0.01%+5713F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,840$206K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,304$192K<0.01%-8,07013F-HRTimelineGroup
Abel Hall, LLC20,000$180K0.08%013F-HRTimeline
CHOREO, LLC18,309$165K<0.01%013F-HRTimeline
First National Bank of Mount Dora, Trus…17,500$158K0.04%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,600$149K<0.01%013F-HRTimeline
Cresset Asset Management, LLC16,205$146K<0.01%+32413F-HR/ATimeline
Astoria Portfolio Advisors LLC.16,320$141K0.04%+1,50713F-HRTimeline
Gladstone Institutional Advisory LLC14,024$126K0.01%+6313F-HRTimeline
Integrated Wealth Concepts LLC13,465$121K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,845$116K<0.01%+10413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC12,600$113K<0.01%-10,20013F-HRTimeline
Bordeaux Wealth Advisors LLC11,500$104K0.01%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC11,325$102K0.01%013F-HRTimeline
Centric Wealth Management11,535$100K0.02%+6413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,959$98.6K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,517$94.7K<0.01%-75713F-HRTimelineGroup
Clearstead Advisors, LLC10,000$90K<0.01%new13F-HRTimeline
MGB Wealth Management, LLC10,000$90K0.03%-5,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,180$82.6K<0.01%013F-HRTimelineGroup
COMERICA BANK7,503$67.5K<0.01%-5,25913F-HRTimeline
Traub Capital Management LLC5,400$48.6K0.04%13F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,200$46.8K0.01%+1,20013F-HRTimeline
CX Institutional5,000$45K<0.01%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management4,260$38.3K<0.01%-25013F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,025$36.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,947$35.5K<0.01%+8013F-HRTimeline
IFP Advisors, Inc3,436$30.9K<0.01%+3513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,269$29.4K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,000$27K<0.01%013F-HRTimelineGroup
BFSG, LLC2,630$23.7K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,400$21.6K0.01%-1,50013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,430$12.9K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC983$8.85K<0.01%013F-HRTimeline
MAI Capital Management900$8.1K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC400$3.6K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.300$2.7K<0.01%013F-HRTimeline
Riverview Trust Co300$2.7K<0.01%013F-HRTimeline
North Star Investment Management Corp.195$1.75K<0.01%013F-HRTimeline
Sound Income Strategies, LLC49$441<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.