Newbridge Financial Services Group’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Newbridge Financial Services Group’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	–	Sell	-40,541	Closed	-$354K	–	1358
2025 Q3	$354K	Buy	+40,541	New	+$351K	0.05%	230
2021 Q3	–	Sell	-500	Closed	-$3K	–	1545
2021 Q2	$3K	Hold	500	–	–	﹤0.01%	1224
2021 Q1	$2K	Hold	500	–	–	﹤0.01%	1182
2020 Q4	$2K	Hold	500	–	–	﹤0.01%	969
2020 Q3	$1K	Buy	+500	New	+$1.36K	﹤0.01%	986

Other funds holding NML

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

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PMG

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Newbridge Financial Services Group's NML Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q4 2025, closing a stake of 40,541 shares — an estimated $354K sold.

Newbridge Financial Services Group first reported a position in NML in Q3 2020 and held it in 5 quarters. The position peaked at $354K in Q3 2025. 85 funds tracked by Wall St. Rank hold NML as of Q4 2025.

Newbridge Financial Services Group reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 40,541 Neuberger Energy Infrastructure and Income Fund Inc shares in Q4 2025, an estimated $354K.
Newbridge Financial Services Group first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q3 2020 and held it in 5 quarters.
Newbridge Financial Services Group's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $354K in Q3 2025.
85 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.