CWM
NML

Cornerstone Wealth Management’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Cornerstone 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
Q2 		$1.18M Buy
116,577
+3,017
+3% +$30.4K 0.05% 307
2026
Q1 		$1.19M Buy
113,560
+2,249
+2% +$21.5K 0.06% 280
2025
Q4 		$946K Buy
111,311
+3,542
+3% +$29.8K 0.05% 300
2025
Q3 		$940K Buy
107,769
+4,115
+4% +$35.6K 0.05% 292
2025
Q2 		$933K Buy
103,654
+3,201
+3% +$27.3K 0.06% 278
2025
Q1 		$904K Buy
100,453
+13,685
+16% +$123K 0.06% 262
2024
Q4 		$766K Buy
86,768
+7,942
+10% +$69.1K 0.05% 276
2024
Q3 		$646K Buy
78,826
+395
+0.5% +$3.16K 0.05% 298
2024
Q2 		$627K Buy
78,431
+4,964
+7% +$37.5K 0.05% 285
2024
Q1 		$541K Sell
73,467
-5,272
-7% -$36.1K 0.04% 319
2023
Q4 		$542K Buy
78,739
+5,056
+7% +$33.8K 0.05% 307
2023
Q3 		$507K Buy
73,683
+15,170
+26% +$106K 0.05% 306
2023
Q2 		$403K Buy
58,513
+8,178
+16% +$53.2K 0.04% 347
2023
Q1 		$331K Buy
+50,335
New +$348K 0.03% 359
2018
Q4 		– Sell
-5,146
Closed -$540K – 880
2018
Q3 		$540K Buy
5,146
+372
+8% +$3.33K 0.01% 890
2018
Q2 		$540K Buy
+4,774
New +$41.9K 0.01% 984

Other funds holding NML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Cornerstone Wealth Management's NML Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Neuberger Energy Infrastructure and Income Fund Inc (NML) stake by 2.7% in Q2 2026, buying an estimated $30.4K and bringing the position to 116,577 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #307.

Cornerstone Wealth Management first reported a position in NML in Q2 2018 and has held it in 16 quarters since. The position peaked at $1.19M in Q1 2026. 89 funds tracked by Wall St. Rank hold NML as of Q2 2026.

  • Cornerstone Wealth Management held 116,577 shares of Neuberger Energy Infrastructure and Income Fund Inc worth $1.18M as of Q2 2026.
  • Cornerstone Wealth Management bought 3,017 Neuberger Energy Infrastructure and Income Fund Inc shares in Q2 2026, an estimated $30.4K.
  • Neuberger Energy Infrastructure and Income Fund Inc made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Cornerstone Wealth Management first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q2 2018 and has held it in 16 quarters since.
  • Cornerstone Wealth Management's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $1.19M in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.