SWM
NML

Spire Wealth Management’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-1,000
Closed -$8.5K – 2356
2025
Q4 		$8.5K Sell
1,000
-3,260
-77% -$27.4K ﹤0.01% 1766
2025
Q3 		$37.1K Hold
4,260
– – ﹤0.01% 1327
2025
Q2 		$38.3K Sell
4,260
-250
-6% -$2.13K ﹤0.01% 1295
2025
Q1 		$40.6K Hold
4,510
– – ﹤0.01% 1354
2024
Q4 		$39.8K Hold
4,510
– – ﹤0.01% 1366
2024
Q3 		$37K Sell
4,510
-90
-2% -$720 ﹤0.01% 1232
2024
Q2 		$36.8K Sell
4,600
-270
-6% -$2.04K ﹤0.01% 1226
2024
Q1 		$35.9K Hold
4,870
– – ﹤0.01% 1323
2023
Q4 		$31.1K Hold
4,870
– – ﹤0.01% 1367
2023
Q3 		$33.5K Sell
4,870
-1,070
-18% -$7.48K ﹤0.01% 1317
2023
Q2 		$40.9K Hold
5,940
– – ﹤0.01% 1283
2023
Q1 		$39K Buy
5,940
+1,780
+43% +$12.3K ﹤0.01% 1305
2022
Q4 		$28K Sell
4,160
-100
-2% -$678 ﹤0.01% 1231
2022
Q3 		$26K Sell
4,260
-3,760
-47% -$25.3K ﹤0.01% 1226
2022
Q2 		$48K Sell
8,020
-6,520
-45% -$42.5K ﹤0.01% 1305
2022
Q1 		$94K Hold
14,540
– – ﹤0.01% 1184
2021
Q4 		$76K Hold
14,540
– – ﹤0.01% 1530
2021
Q3 		$72K Hold
14,540
– – ﹤0.01% 1325
2021
Q2 		$73K Buy
14,540
+140
+1% +$661 ﹤0.01% 1327
2021
Q1 		$60K Buy
+14,400
New +$56.8K ﹤0.01% 1634

Other funds holding NML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
D.E. Shaw & Co
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
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spire Wealth Management's NML Position: Q1 2026 in Review

Spire Wealth Management sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q1 2026, closing a stake of 1,000 shares — an estimated $8.5K sold.

Spire Wealth Management first reported a position in NML in Q1 2021 and held it in 20 quarters. The position peaked at $94K in Q1 2022. 88 funds tracked by Wall St. Rank hold NML as of Q1 2026.

  • Spire Wealth Management reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,000 Neuberger Energy Infrastructure and Income Fund Inc shares in Q1 2026, an estimated $8.5K.
  • Spire Wealth Management first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $94K in Q1 2022.
  • 88 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.