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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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 $3.47B AUM 13.39% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evolve Private Wealth's NML Position: Q1 2026 in Review

Evolve Private Wealth increased its Neuberger Energy Infrastructure and Income Fund Inc (NML) stake by 93% in Q1 2026, buying an estimated $92.9K and bringing the position to 20,215 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #915.

Evolve Private Wealth first reported a position in NML in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold NML as of Q1 2026.

  • Evolve Private Wealth held 20,215 shares of Neuberger Energy Infrastructure and Income Fund Inc worth $212K as of Q1 2026.
  • Evolve Private Wealth bought 9,715 Neuberger Energy Infrastructure and Income Fund Inc shares in Q1 2026, an estimated $92.9K.
  • Neuberger Energy Infrastructure and Income Fund Inc made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #915 holding.
  • Evolve Private Wealth first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q4 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.