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BFC Planning, Inc.’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

BFC Planning, Inc.’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 		– Sell
-586
Closed -$5.94K – 3568
2026
Q2 		$5.94K Buy
+586
New +$5.91K ﹤0.01% 2610

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Thomas J. Herzfeld Advisors
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Oppenheimer & Co
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Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Samalin Investment Counsel
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Invesco
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UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

BFC Planning, Inc.'s NML Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q3 2026, closing a stake of 586 shares — an estimated $5.94K sold.

BFC Planning, Inc. first reported a position in NML in Q2 2026 and held it in 1 quarter. The position peaked at $5.94K in Q2 2026. 80 funds tracked by Wall St. Rank hold NML as of Q3 2026.

  • BFC Planning, Inc. reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 586 Neuberger Energy Infrastructure and Income Fund Inc shares in Q3 2026, an estimated $5.94K.
  • BFC Planning, Inc. first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q2 2026 and held it in 1 quarter.
  • BFC Planning, Inc.'s Neuberger Energy Infrastructure and Income Fund Inc position peaked at $5.94K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.