LPL Financial
NBET

LPL Financial’s Neuberger Energy Transition & Infrastructure ETF NBET Stock Holding History

LPL Financial’s Portfolio NBET Stock Details NBET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.3M Buy
237,670
+102,505
+76% +$4.11M ﹤0.01% 2213
2026
Q1 		$5.55M Buy
135,165
+24,940
+23% +$931K ﹤0.01% 2526
2025
Q4 		$3.61M Sell
110,225
-3,348
-3% -$109K ﹤0.01% 2838
2025
Q3 		$3.73M Buy
113,573
+18,575
+20% +$603K ﹤0.01% 2740
2025
Q2 		$3.12M Sell
94,998
-6,840
-7% -$217K ﹤0.01% 2716
2025
Q1 		$3.41M Buy
+101,838
New +$3.37M ﹤0.01% 2456

Other funds holding NBET

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial's NBET Position: Q2 2026 in Review

LPL Financial increased its Neuberger Energy Transition & Infrastructure ETF (NBET) stake by 76% in Q2 2026, buying an estimated $4.11M and bringing the position to 237,670 shares worth $9.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

LPL Financial first reported a position in NBET in Q1 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold NBET as of Q2 2026.

  • LPL Financial held 237,670 shares of Neuberger Energy Transition & Infrastructure ETF worth $9.3M as of Q2 2026.
  • LPL Financial bought 102,505 Neuberger Energy Transition & Infrastructure ETF shares in Q2 2026, an estimated $4.11M.
  • Neuberger Energy Transition & Infrastructure ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2213 holding.
  • LPL Financial first reported a position in Neuberger Energy Transition & Infrastructure ETF in Q1 2025 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held Neuberger Energy Transition & Infrastructure ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.