EPW
NML

Evolve Private Wealth’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Evolve Private Wealth’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 		$650K Buy
64,054
+43,839
+217% +$442K 0.04% 419
2026
Q1 		$212K Buy
20,215
+9,715
+93% +$92.9K 0.01% 915
2025
Q4 		$89.3K Buy
+10,500
New +$88.3K 0.01% 916

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

Evolve Private Wealth's NML Position: Q2 2026 in Review

Evolve Private Wealth increased its Neuberger Energy Infrastructure and Income Fund Inc (NML) stake by 217% in Q2 2026, buying an estimated $442K and bringing the position to 64,054 shares worth $650K. The position accounts for 0.04% of the portfolio, ranked #419.

Evolve Private Wealth first reported a position in NML in Q4 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold NML as of Q2 2026.

  • Evolve Private Wealth held 64,054 shares of Neuberger Energy Infrastructure and Income Fund Inc worth $650K as of Q2 2026.
  • Evolve Private Wealth bought 43,839 Neuberger Energy Infrastructure and Income Fund Inc shares in Q2 2026, an estimated $442K.
  • Neuberger Energy Infrastructure and Income Fund Inc made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #419 holding.
  • Evolve Private Wealth first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q4 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.