NEUBERGER BERMAN ENERGY INFR (NML) Institutional Shareholders

NEUBERGER BERMAN ENERGY INFR (NML) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $207.81M in NML holdings during the latest filing period.

Bank Of America Corp is currently the largest disclosed institutional shareholder of NML tracked by InsiderSet, reporting ownership valued at approximately $38.50M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $40.13M, representing an estimated gain of +4.24% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed NML value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, City Of London Investment Management Co Ltd, and several other long-term asset managers with concentrated positions in NEUBERGER BERMAN ENERGY INFR (NML).

This page ranks the largest institutional NML shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

85

Total Reported Value

$207.81M

Largest Holder

Bank Of America Corp

Largest Position

$38.50M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

105

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.00%3,796,841$38,499,969$40,132,609+$1,632,640+4.24%
Morgan Stanley0.00%3,220,189$32,652,716$34,037,398+$1,384,682+4.24%
City Of London Investment Management Co Ltd1.70%2,781,835$28,207,807$29,403,996+$1,196,189+4.24%
Saba Capital Management, L.P.0.61%1,951,651$19,789,741$20,628,951+$839,210+4.24%
Ubs Group Ag0.00%946,783$9,600,379$10,007,496+$407,117+4.24%
D. E. Shaw & Co., Inc.0.01%813,814$8,252,074$8,602,014+$349,940+4.24%
Advisors Asset Management, Inc.0.11%1,496,173$7,839,947$15,814,549+$7,974,602+101.72%
Private Management Group Inc0.14%507,125$5,142,248$5,360,311+$218,063+4.24%
Oppenheimer & Co Inc0.04%402,706$4,083,439$4,256,602+$173,163+4.24%
Thomas J. Herzfeld Advisors, Inc.1.10%352,764$3,577,027$3,728,715+$151,688+4.24%
Stifel Financial Corp0.00%310,691$3,150,396$3,284,004+$133,608+4.24%
Ameriprise Financial Inc0.00%300,970$3,051,836$3,181,253+$129,417+4.24%
Cohen & Steers, Inc.0.00%287,000$2,910,000$3,033,590+$123,590+4.25%
Invesco Ltd.0.00%267,509$2,712,541$2,827,570+$115,029+4.24%
Uhlmann Price Securities, Llc0.09%246,450$2,499,015$2,604,977+$105,962+4.24%
Raymond James Financial Inc0.00%230,830$2,340,612$2,439,873+$99,261+4.24%
Wells Fargo & Company/Mn0.00%228,824$2,320,277$2,418,670+$98,393+4.24%
Newedge Advisors, Llc0.01%228,521$2,317,199$2,415,467+$98,268+4.24%
Lpl Financial Llc0.00%215,754$2,187,749$2,280,520+$92,771+4.24%
Focus Partners Wealth0.00%196,204$1,989,519$2,073,876+$84,357+4.24%
Samalin Investment Counsel, Llc0.57%174,324$1,767,644$1,842,605+$74,961+4.24%
Vestgen Advisors, Llc0.05%160,541$1,627,884$1,696,918+$69,034+4.24%
Neuberger Berman Group Llc0.00%159,427$1,616,591$1,685,143+$68,552+4.24%
Osaic Holdings, Inc.0.00%144,788$1,468,427$1,530,409+$61,982+4.22%
Closed-End Fund Advisors, Inc.1.41%142,740$1,447,384$1,508,762+$61,378+4.24%
Cornerstone Wealth Management, Llc0.05%116,577$1,182,089$1,232,219+$50,130+4.24%
Staley Capital Advisers Inc0.05%115,000$1,166,100$1,215,550+$49,450+4.24%
Sanctuary Advisors, Llc0.01%106,768$1,082,623$1,128,538+$45,915+4.24%
Rockefeller Capital Management L.P.0.00%84,797$859,842$896,304+$36,462+4.24%
Ifg Advisory, Llc0.03%84,341$855,222$891,484+$36,262+4.24%
Knollwood Investment Advisory, Llc0.07%79,074$801,810$835,812+$34,002+4.24%
Commonwealth Equity Services, Llc0.00%70,618$716,070$746,432+$30,362+4.24%
Noble Wealth Management Pbc0.30%64,921$658,298$686,215+$27,917+4.24%
Evolve Private Wealth, Llc0.04%64,054$649,508$677,051+$27,543+4.24%
Cetera Investment Advisers0.00%62,710$635,873$662,845+$26,972+4.24%
&Partners0.00%59,227$600,565$626,029+$25,464+4.24%
Legacy Advisors, Llc0.05%50,000$507,000$528,500+$21,500+4.24%
Calamos Advisors Llc0.00%40,825$413,966$431,520+$17,554+4.24%
Alteri Wealth Llc0.11%39,529$400,828$417,822+$16,994+4.24%
Henson-Edgewater Management, Llc0.19%33,978$361,866$359,147-$2,719-0.75%
Rhodes Investment Advisors Inc0.26%34,250$347,295$362,023+$14,728+4.24%
Openarc Corporate Advisory, Llc0.00%34,146$346,240$360,923+$14,683+4.24%
Quantedge Capital Pte Ltd0.24%31,261$316,987$330,429+$13,442+4.24%
Royal Bank Of Canada0.00%31,208$316,000$329,869+$13,869+4.39%
Beacon Pointe Advisors, Llc0.00%29,643$300,581$313,327+$12,746+4.24%
Ballast Rock Private Wealth Llc0.13%28,000$283,920$295,960+$12,040+4.24%
Us Bancorp \De\0.00%24,000$243,360$253,680+$10,320+4.24%
Choreo, Llc0.00%22,615$229,316$239,041+$9,725+4.24%
Arete Wealth Advisors, Llc0.01%21,712$220,168$229,496+$9,328+4.24%
J. Derek Lewis & Associates Inc.0.04%21,421$217,209$226,420+$9,211+4.24%
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Frequently asked questions about NML

  • Who owns the most NML stock?

    The largest holders of NML are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NEUBERGER BERMAN ENERGY INFR (NML).

  • Is NML widely held by superinvestors?

    Many widely followed stocks like NML appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NML is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.