BFP
NBET

Briaud Financial Planning’s Neuberger Energy Transition & Infrastructure ETF NBET Stock Holding History

Briaud Financial Planning’s Portfolio NBET Stock Details NBET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-158
Closed -$5K – 365
2025
Q2 		$5K Buy
+158
New +$5.01K ﹤0.01% 289

Other funds holding NBET

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Briaud Financial Planning's NBET Position: Q3 2025 in Review

Briaud Financial Planning sold out of Neuberger Energy Transition & Infrastructure ETF (NBET) in Q3 2025, closing a stake of 158 shares — an estimated $5K sold.

Briaud Financial Planning first reported a position in NBET in Q2 2025 and held it in 1 quarter. The position peaked at $5K in Q2 2025. 12 funds tracked by Wall St. Rank hold NBET as of Q3 2025.

  • Briaud Financial Planning reported no remaining Neuberger Energy Transition & Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 158 Neuberger Energy Transition & Infrastructure ETF shares in Q3 2025, an estimated $5K.
  • Briaud Financial Planning first reported a position in Neuberger Energy Transition & Infrastructure ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Neuberger Energy Transition & Infrastructure ETF position peaked at $5K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Neuberger Energy Transition & Infrastructure ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.