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

Institute for 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	$44.9K	Buy	+4,430	New	+$44.7K	﹤0.01%	899
2022 Q3	–	Sell	-27,400	Closed	-$164K	–	496
2022 Q2	$164K	Hold	27,400	–	–	0.03%	500
2022 Q1	$176K	Buy	+27,400	New	+$158K	0.03%	520

Other funds holding NML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 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

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

Institute for Wealth Management's NML Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q2 2026: 4,430 shares worth $44.9K. The stake represents ﹤0.01% of the portfolio and ranks #899 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in NML as recently as Q2 2022.

Institute for Wealth Management first reported a position in NML in Q1 2022 and has held it in 3 quarters since. The position peaked at $176K in Q1 2022. 89 funds tracked by Wall St. Rank hold NML as of Q2 2026.

Institute for Wealth Management held 4,430 shares of Neuberger Energy Infrastructure and Income Fund Inc worth $44.9K as of Q2 2026.
Neuberger Energy Infrastructure and Income Fund Inc was a new Institute for Wealth Management position in Q2 2026.
Neuberger Energy Infrastructure and Income Fund Inc made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #899 holding.
Institute for Wealth Management first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q1 2022 and has held it in 3 quarters since.
Institute for Wealth Management's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $176K in Q1 2022.
89 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.