MWM
NML

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

MGB 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
2025
Q4 		$85K Hold
10,000
– – 0.02% 251
2025
Q3 		$87.2K Hold
10,000
– – 0.02% 255
2025
Q2 		$90K Sell
10,000
-5,000
-33% -$42.7K 0.03% 246
2025
Q1 		$134K Buy
+15,000
New +$135K 0.05% 220

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MGB Wealth Management's NML Position: Q4 2025 in Review

MGB Wealth Management held its Neuberger Energy Infrastructure and Income Fund Inc (NML) position steady in Q4 2025 at 10,000 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #251.

MGB Wealth Management first reported a position in NML in Q1 2025 and has held it in 4 quarters since. The position peaked at $134K in Q1 2025. 86 funds tracked by Wall St. Rank hold NML as of Q4 2025.

  • MGB Wealth Management held 10,000 shares of Neuberger Energy Infrastructure and Income Fund Inc worth $85K as of Q4 2025.
  • MGB Wealth Management left its Neuberger Energy Infrastructure and Income Fund Inc share count unchanged in Q4 2025.
  • Neuberger Energy Infrastructure and Income Fund Inc made up 0.02% of MGB Wealth Management's portfolio in Q4 2025, its #251 holding.
  • MGB Wealth Management first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q1 2025 and has held it in 4 quarters since.
  • MGB Wealth Management's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $134K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.