Neuberger Berman Group
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Neuberger Berman Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Neuberger Berman Group’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,585
Closed -$221K – 1949
2024
Q1 		$221K Hold
9,585
– – ﹤0.01% 1721
2023
Q4 		$285K Sell
9,585
-1,000
-9% -$27.6K ﹤0.01% 1667
2023
Q3 		$333K Hold
10,585
– – ﹤0.01% 1562
2023
Q2 		$425K Buy
10,585
+480
+5% +$17.9K ﹤0.01% 1488
2023
Q1 		$408K Buy
10,105
+135
+1% +$5.68K ﹤0.01% 1515
2022
Q4 		$382K Buy
9,970
+500
+5% +$22.2K ﹤0.01% 1528
2022
Q3 		$456K Sell
9,470
-870
-8% -$47.4K ﹤0.01% 1503
2022
Q2 		$473K Hold
10,340
– – ﹤0.01% 1504
2022
Q1 		$674K Sell
10,340
-615
-6% -$36.9K ﹤0.01% 1459
2021
Q4 		$782K Buy
10,955
+580
+6% +$47.4K ﹤0.01% 1422
2021
Q3 		$801K Sell
10,375
-564
-5% -$46.1K ﹤0.01% 1362
2021
Q2 		$1.02M Sell
10,939
-831
-7% -$72K ﹤0.01% 1321
2021
Q1 		$1.16M Sell
11,770
-50
-0.4% -$5.71K ﹤0.01% 1286
2020
Q4 		$1.22M Sell
11,820
-60
-0.5% -$4.86K ﹤0.01% 1211
2020
Q3 		$722K Buy
11,880
+700
+6% +$36.4K ﹤0.01% 1282
2020
Q2 		$454K Buy
11,180
+30
+0.3% +$999 ﹤0.01% 1301
2020
Q1 		$299K Sell
11,150
-150
-1% -$5.3K ﹤0.01% 1340
2019
Q4 		$387K Hold
11,300
– – ﹤0.01% 1339
2019
Q3 		$330K Hold
11,300
– – ﹤0.01% 1361
2019
Q2 		$336K Sell
11,300
-720
-6% -$20.3K ﹤0.01% 1374
2019
Q1 		$322K Hold
12,020
– – ﹤0.01% 1352
2018
Q4 		$257K Hold
12,020
– – ﹤0.01% 1413
2018
Q3 		$298K Buy
12,020
+850
+8% +$21.6K ﹤0.01% 1438
2018
Q2 		$279K Buy
11,170
+567
+5% +$14.5K ﹤0.01% 1542
2018
Q1 		$265K Buy
10,603
+33
+0.3% +$825 ﹤0.01% 1519
2017
Q4 		$268K Buy
10,570
+460
+5% +$11.3K ﹤0.01% 1596
2017
Q3 		$238K Sell
10,110
-370
-4% -$8.23K ﹤0.01% 1472
2017
Q2 		$227K Buy
10,480
+1,070
+11% +$22.2K ﹤0.01% 1487
2017
Q1 		$188K Buy
9,410
+3,220
+52% +$62.2K ﹤0.01% 1542
2016
Q4 		$114K Sell
6,190
-12,660
-67% -$236K ﹤0.01% 1562
2016
Q3 		$365K Buy
18,850
+800
+4% +$15.5K ﹤0.01% 1345
2016
Q2 		$345K Buy
18,050
+4,200
+30% +$81.9K ﹤0.01% 1334
2016
Q1 		$280K Buy
13,850
+800
+6% +$16K ﹤0.01% 1375
2015
Q4 		$309K Sell
13,050
-2,303
-15% -$51.3K ﹤0.01% 1373
2015
Q3 		$315K Hold
15,353
– – ﹤0.01% 1371
2015
Q2 		$416K Buy
15,353
+4,620
+43% +$132K ﹤0.01% 1366
2015
Q1 		$299K Buy
10,733
+5,463
+104% +$145K ﹤0.01% 1427
2014
Q4 		$138K Buy
5,270
+380
+8% +$10.6K ﹤0.01% 1596
2014
Q3 		$154K Buy
4,890
+2,120
+77% +$70.3K ﹤0.01% 1597
2014
Q2 		$95K Hold
2,770
– – ﹤0.01% 1681
2014
Q1 		$98K Buy
+2,770
New +$96.4K ﹤0.01% 1590

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Neuberger Berman Group's PBW Position: Q2 2024 in Review

Neuberger Berman Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2024, closing a stake of 9,585 shares — an estimated $221K sold.

Neuberger Berman Group first reported a position in PBW in Q1 2014 and held it in 41 quarters. The position peaked at $1.22M in Q4 2020. 136 funds tracked by Wall St. Rank hold PBW as of Q2 2024.

  • Neuberger Berman Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 9,585 Invesco WilderHill Clean Energy ETF shares in Q2 2024, an estimated $221K.
  • Neuberger Berman Group first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2014 and held it in 41 quarters.
  • Neuberger Berman Group's Invesco WilderHill Clean Energy ETF position peaked at $1.22M in Q4 2020.
  • 136 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2024.

Based on Neuberger Berman Group's 13F filing for Q2 2024, filed 13 Aug 2024.