Blue Bell Private Wealth Management’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Blue Bell Private Wealth Management’s Portfolio NML Stock Details NML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.7K	Buy	1,401 +700	+100%	+$6.69K	﹤0.01%	529
2025 Q4	$5.96K	Buy	701 +301	+75%	+$2.53K	﹤0.01%	592
2025 Q3	$3.49K	Hold	400	–	–	﹤0.01%	616
2025 Q2	$3.6K	Buy	+400	New	+$3.42K	﹤0.01%	602
2024 Q4	–	Sell	-1,223	Closed	-$10K	–	697
2024 Q3	$10K	Hold	1,223	–	–	﹤0.01%	527
2024 Q2	$9.78K	Sell	1,223 -2,000	-62%	-$15.1K	﹤0.01%	523
2024 Q1	$23.8K	Sell	3,223 -5,721	-64%	-$39.2K	0.01%	445
2023 Q4	$61.5K	Buy	+8,944	New	+$59.8K	0.01%	295

Other funds holding NML

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blue Bell Private Wealth Management's NML Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Neuberger Energy Infrastructure and Income Fund Inc (NML) stake by 100% in Q1 2026, buying an estimated $6.69K and bringing the position to 1,401 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Blue Bell Private Wealth Management first reported a position in NML in Q4 2023 and has held it in 8 quarters since. The position peaked at $61.5K in Q4 2023. 88 funds tracked by Wall St. Rank hold NML as of Q1 2026.

Blue Bell Private Wealth Management held 1,401 shares of Neuberger Energy Infrastructure and Income Fund Inc worth $14.7K as of Q1 2026.
Blue Bell Private Wealth Management bought 700 Neuberger Energy Infrastructure and Income Fund Inc shares in Q1 2026, an estimated $6.69K.
Neuberger Energy Infrastructure and Income Fund Inc made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #529 holding.
Blue Bell Private Wealth Management first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q4 2023 and has held it in 8 quarters since.
Blue Bell Private Wealth Management's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $61.5K in Q4 2023.
88 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.