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NML

Clearstead Advisors’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-10,000
Closed -$87.2K – 3087
2025
Q3 		$87.2K Hold
10,000
– – ﹤0.01% 1092
2025
Q2 		$90K Buy
+10,000
New +$85.4K ﹤0.01% 1097

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COLIM
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SCM
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clearstead Advisors's NML Position: Q4 2025 in Review

Clearstead Advisors sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q4 2025, closing a stake of 10,000 shares — an estimated $87.2K sold.

Clearstead Advisors first reported a position in NML in Q2 2025 and held it in 2 quarters. The position peaked at $90K in Q2 2025. 86 funds tracked by Wall St. Rank hold NML as of Q4 2025.

  • Clearstead Advisors reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 10,000 Neuberger Energy Infrastructure and Income Fund Inc shares in Q4 2025, an estimated $87.2K.
  • Clearstead Advisors first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $90K in Q2 2025.
  • 86 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.