PIWA
NML

Prevail Innovative Wealth Advisors’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Prevail Innovative Wealth 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
-162,677
Closed -$1.46M – 213
2025
Q1 		$1.46M Buy
162,677
+18,064
+12% +$163K 0.39% 83
2024
Q4 		$1.28M Buy
+144,613
New +$1.26M 0.37% 79

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

Prevail Innovative Wealth Advisors's NML Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q2 2025, closing a stake of 162,677 shares — an estimated $1.46M sold.

Prevail Innovative Wealth Advisors first reported a position in NML in Q4 2024 and held it in 2 quarters. The position peaked at $1.46M in Q1 2025. 83 funds tracked by Wall St. Rank hold NML as of Q2 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q2 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 162,677 Neuberger Energy Infrastructure and Income Fund Inc shares in Q2 2025, an estimated $1.46M.
  • Prevail Innovative Wealth Advisors first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q4 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $1.46M in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.