MGIA
NML

Moneta Group Investment Advisors’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Moneta Group Investment 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
2025
Q2 		– Sell
-12,202
Closed -$110K – 719
2025
Q1 		$110K Buy
+12,202
New +$110K ﹤0.01% 649

Other funds holding NML

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

Moneta Group Investment Advisors's NML Position: Q2 2025 in Review

Moneta Group Investment Advisors sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q2 2025, closing a stake of 12,202 shares — an estimated $110K sold.

Moneta Group Investment Advisors first reported a position in NML in Q1 2025 and held it in 1 quarter. The position peaked at $110K in Q1 2025. 83 funds tracked by Wall St. Rank hold NML as of Q2 2025.

  • Moneta Group Investment Advisors reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q2 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 12,202 Neuberger Energy Infrastructure and Income Fund Inc shares in Q2 2025, an estimated $110K.
  • Moneta Group Investment Advisors first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q1 2025 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $110K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q2 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.