RIA
NML

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

Rhodes 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
2026
Q3 		$315K Sell
31,750
-2,500
-7% -$26.1K 0.22% 91
2026
Q2 		$347K Sell
34,250
-1,400
-4% -$14.1K 0.26% 89
2026
Q1 		$375K Hold
35,650
– – 0.32% 74
2025
Q4 		$303K Buy
+35,650
New +$300K 0.25% 81

Other funds holding NML

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Rhodes Investment Advisors's NML Position: Q3 2026 in Review

Rhodes Investment Advisors reduced its Neuberger Energy Infrastructure and Income Fund Inc (NML) stake by 7.3% in Q3 2026, selling an estimated $26.1K and leaving 31,750 shares worth $315K. The position accounts for 0.22% of the portfolio, ranked #91.

Rhodes Investment Advisors first reported a position in NML in Q4 2025 and has held it in 4 quarters since. The position peaked at $375K in Q1 2026. 5 funds tracked by Wall St. Rank hold NML as of Q3 2026.

  • Rhodes Investment Advisors held 31,750 shares of Neuberger Energy Infrastructure and Income Fund Inc worth $315K as of Q3 2026.
  • Rhodes Investment Advisors sold 2,500 Neuberger Energy Infrastructure and Income Fund Inc shares in Q3 2026, an estimated $26.1K.
  • Neuberger Energy Infrastructure and Income Fund Inc made up 0.22% of Rhodes Investment Advisors's portfolio in Q3 2026, its #91 holding.
  • Rhodes Investment Advisors first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q4 2025 and has held it in 4 quarters since.
  • Rhodes Investment Advisors's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $375K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.