Michelson Medical Research Foundation’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Michelson Medical Research Foundation’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 Q2	–	Sell	-115,872	Closed	-$962K	–	25
2025 Q1	$962K	Hold	115,872	–	–	0.81%	24
2024 Q4	$1.02M	Hold	115,872	–	–	0.86%	27
2024 Q3	$950K	Hold	115,872	–	–	0.67%	28
2024 Q2	$927K	Hold	115,872	–	–	0.8%	25
2024 Q1	$854K	Hold	115,872	–	–	0.52%	28
2023 Q4	$797K	Hold	115,872	–	–	0.53%	28
2023 Q3	$797K	Hold	115,872	–	–	0.54%	27
2023 Q2	$797K	Hold	115,872	–	–	0.57%	20
2023 Q1	$761K	Hold	115,872	–	–	0.6%	19
2022 Q4	$772K	Buy	+115,872	New	+$786K	0.5%	22

Other funds holding NML

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Michelson Medical Research Foundation's NML Position: Q2 2025 in Review

Michelson Medical Research Foundation sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q2 2025, closing a stake of 115,872 shares — an estimated $962K sold.

Michelson Medical Research Foundation first reported a position in NML in Q4 2022 and held it in 10 quarters. The position peaked at $1.02M in Q4 2024. 83 funds tracked by Wall St. Rank hold NML as of Q2 2025.

Michelson Medical Research Foundation reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q2 2025 after selling out during the quarter.
Michelson Medical Research Foundation sold 115,872 Neuberger Energy Infrastructure and Income Fund Inc shares in Q2 2025, an estimated $962K.
Michelson Medical Research Foundation first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q4 2022 and held it in 10 quarters.
Michelson Medical Research Foundation's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $1.02M in Q4 2024.
83 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q2 2025.

Based on Michelson Medical Research Foundation's 13F filing for Q2 2025, filed 14 Aug 2025.