CX Institutional’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

CX Institutional’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 Q3	$54K	Buy	5,448 +109	+2%	+$1.14K	﹤0.01%	1004
2026 Q2	$54K	Buy	5,339 +109	+2%	+$1.1K	﹤0.01%	968
2026 Q1	$55K	Buy	5,230 +91	+2%	+$870	﹤0.01%	962
2025 Q4	$44K	Buy	5,139 +106	+2%	+$891	﹤0.01%	992
2025 Q3	$44K	Buy	5,033 +33	+0.7%	+$286	﹤0.01%	962
2025 Q2	$45K	Hold	5,000	–	–	﹤0.01%	869
2025 Q1	$45K	Buy	+5,000	New	+$45K	﹤0.01%	849
2020 Q4	–	Sell	-6,250	Closed	-$15K	–	893
2020 Q3	$15K	Buy	+6,250	New	+$17K	﹤0.01%	611
2020 Q1	–	Sell	-5,000	Closed	-$34K	–	789
2019 Q4	$34K	Hold	5,000	–	–	0.01%	309
2019 Q3	$36K	Buy	+5,000	New	+$36.2K	0.01%	320

Other funds holding NML

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's NML Position: Q3 2026 in Review

CX Institutional increased its Neuberger Energy Infrastructure and Income Fund Inc (NML) stake by 2% in Q3 2026, buying an estimated $1.14K and bringing the position to 5,448 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

CX Institutional first reported a position in NML in Q3 2019 and has held it in 10 quarters since. The position peaked at $55K in Q1 2026. 5 funds tracked by Wall St. Rank hold NML as of Q3 2026.

CX Institutional held 5,448 shares of Neuberger Energy Infrastructure and Income Fund Inc worth $54K as of Q3 2026.
CX Institutional bought 109 Neuberger Energy Infrastructure and Income Fund Inc shares in Q3 2026, an estimated $1.14K.
Neuberger Energy Infrastructure and Income Fund Inc made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1004 holding.
CX Institutional first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q3 2019 and has held it in 10 quarters since.
CX Institutional's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $55K in Q1 2026.
5 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.