JFS Wealth Advisors’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

JFS Wealth Advisors’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	$1.42K	Buy	+140	New	+$1.41K	﹤0.01%	1714
2021 Q2	–	Sell	-330	Closed	-$1K	–	624
2021 Q1	$1K	Buy	+330	New	+$1.3K	﹤0.01%	573

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

JFS Wealth Advisors's NML Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q2 2026: 140 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #1714 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in NML as recently as Q1 2021.

JFS Wealth Advisors first reported a position in NML in Q1 2021 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold NML as of Q2 2026.

JFS Wealth Advisors held 140 shares of Neuberger Energy Infrastructure and Income Fund Inc worth $1.42K as of Q2 2026.
Neuberger Energy Infrastructure and Income Fund Inc was a new JFS Wealth Advisors position in Q2 2026.
Neuberger Energy Infrastructure and Income Fund Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1714 holding.
JFS Wealth Advisors first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q1 2021 and has held it in 2 quarters since.
89 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.