SEC 13F Intelligence

NEUBERGER ENGY INFRSTR & INC

CUSIP 64129H104

Neuberger Engy Infrstr & Inc has 88 institutional holders in Filings Flow’s 13F database, together reporting 20.53M shares worth $204M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, City Of London Investment Management Co Ltd, and Morgan Stanley.

Institutional Holders
88
Q1 2026
Reported Value
$204M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 41Q4 ’18Q1 ’19: 41Q2 ’19: 44Q2 ’19Q3 ’19: 39Q2 ’21: 65Q2 ’21Q4 ’21: 63Q4 ’22: 65Q4 ’22Q4 ’25: 81Q1 ’26: 88Q1 ’26Q2 ’26: 6filingsflow.com
Total reported value
Q4 ’18: $60MQ4 ’18Q1 ’19: $72MQ2 ’19: $68MQ2 ’19Q3 ’19: $74MQ2 ’21: $148MQ2 ’21Q4 ’21: $99MQ4 ’22: $116MQ4 ’22Q4 ’25: $163MQ1 ’26: $204MQ1 ’26Q2 ’26: $5Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM2.19%$30M2.87MQ1 2026OLDER
Thomas J. Herzfeld Advisors, Inc.$294M AUM1.16%$3M323.5KQ1 2026OLDER
Saba Capital Management, L.P.$3.6B AUM0.51%$18M1.74MQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.50%$1M143.9KQ3 2025OLDER
Samalin Investment Counsel, LLC$282M AUM0.35%$990,84294.3KQ1 2026OLDER
RHODES INVESTMENT ADVISORS INC /ADV$116M AUM0.32%$374,68235.6KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.29%$658,29864.9KQ2 2026
Henson-Edgewater Management, LLC$157M AUM0.23%$357,10934.0KQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.22%$8M741.8KQ1 2026OLDER
UHLMANN PRICE SECURITIES, LLC$1.5B AUM0.17%$3M239.9KQ1 2026OLDER
Ballast Rock Private Wealth LLC$181M AUM0.16%$294,28028.0KQ1 2026OLDER
Quantedge Capital Pte Ltd$183M AUM0.15%$282,30926.9KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.15%$9M876.2KQ1 2026OLDER
Alteri Wealth LLC$309M AUM0.13%$402,27038.3KQ1 2026OLDER
Knollwood Investment Advisory, LLC$992M AUM0.08%$815,02977.5KQ1 2026OLDER
Legacy Advisors, LLC$848M AUM0.06%$525,50050.0KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.06%$1M113.6KQ1 2026OLDER
NFSG Corp$608M AUM0.05%$353,51740.5KQ3 2025OLDER
STALEY CAPITAL ADVISERS INC$2.4B AUM0.05%$1M115.0KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.05%$4M397.2KQ1 2026OLDER
J. Derek Lewis & Associates Inc.$445M AUM0.05%$225,13521.4KQ1 2026OLDER
ADAPT WEALTH ADVISORS, LLC$276M AUM0.05%$136,63013.0KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.04%$210,20020.0KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.04%$2M154.2KQ1 2026OLDER
First National Bank of Mount Dora, Trust Investment Services$499M AUM0.04%$177,45017.5KQ2 2026
Astoria Portfolio Advisors LLC.$470M AUM0.03%$156,93915.7KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.02%$2M253.7KQ3 2025OLDER
MGB Wealth Management, LLC$350M AUM0.02%$85,00010.0KQ4 2025OLDER
Centric Wealth Management$501M AUM0.02%$109,62412.0KQ4 2025OLDER
Cornerstone Advisors, LLC$2.7B AUM0.02%$591,88767.9KQ3 2025OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.02%$227,02721.6KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.02%$262,75025.0KQ1 2026OLDER
Osbon Capital Management LLC$123M AUM0.01%$16,3961.6KQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.01%$25,0322.4KQ1 2026OLDER
STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM0.01%$119,02611.3KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.01%$212,46020.2KQ1 2026OLDER
Soltis Investment Advisors LLC$1.6B AUM0.01%$153,10918.0KQ4 2025OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$2M236.5KQ3 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.01%$205,20022.8KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$2M169.2KQ2 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$664,36963.2KQ1 2026OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.01%$149,36814.2KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.01%$222,14421.1KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$1M96.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$9M813.8KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.01%$358,87434.1KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.00%$162,90515.5KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$3M268.4KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M322.5KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$861,70482.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$40M3.83MQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$232,76522.1KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$554,05953.2KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.00%$26,1702.5KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.00%$142,73613.6KQ1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$14,7251.4KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$28,5063.3KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M110.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$28M3.32MQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$39,4133.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$9M895.1KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$2M159.6KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$144,10313.7KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$87,20010.0KQ3 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$208,02519.8KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$590,71556.2KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M328.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$37,2053.5KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$606,37557.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$450,71042.9KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M189.6KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$143,50116.9KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$501,43347.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M226.2KQ2 2026
Invesco Ltd.$653.3B AUM0.00%$3M254.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$42,3784.2KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M131.3KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$252,24024.0KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$15,0291.4KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$8,5001.0KQ4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$199,51119.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$64,4017.6KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$42,3034.0KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$79,9767.6KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$9,459900Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$4,766470Q2 2026
North Star Investment Management Corp.$1.7B AUM0.00%$1,700195Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$145,64913.9KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$283,00026.9KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$8,408800Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$49649Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$131,47012.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$90,82310.7KQ4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$31,5303.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$108,33710.3KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$96,6869.2KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$10,5101.0KQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.