Neuberger Energy Infrastructure and Income Fund Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 3.32 M | $28.18 M | -1.82% | 5.85% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 3.23 M | $27.42 M | 0.00% | 5.69% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 1.42 M | $12.04 B | 205.27% | 2.50% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 853.03 K | $7.25 M | -14.82% | 1.51% |
| UBS GROUP AG | 01/29/2026 | 852.41 K | $7.25 B | 0.56% | 1.50% |
| PRIVATE MANAGEMENT GROUP INC | 02/12/2026 | 750.58 K | $6.38 M | -6.72% | 1.32% |
| OPPENHEIMER & CO INC | 02/02/2026 | 333.18 K | $2.83 M | -0.58% | 0.59% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 321.68 K | $2.73 M | -0.22% | 0.57% |
| COHEN & STEERS, INC. | 02/13/2026 | 287.00 K | $2.44 M | 0.00% | 0.51% |
| COLONY GROUP, LLC | 02/13/2026 | 270.37 K | $2.30 M | 1,070.58% | 0.48% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 233.10 K | $1.98 M | 1.82% | 0.41% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 176.63 K | $1.50 M | 100.00% | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 175.41 K | $1.49 M | 2.14% | 0.31% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 159.69 K | $1.36 M | 0.17% | 0.28% |
| LPL FINANCIAL LLC | 02/11/2026 | 126.11 K | $1.07 M | 1.59% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 119.28 K | $1.01 B | 2.41% | 0.21% |
| 02/11/2026 | 118.16 K | $1.00 B | 100.00% | 0.21% | |
| STALEY CAPITAL ADVISERS INC | 02/05/2026 | 115.00 K | $977.50 K | 0.00% | 0.20% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 02/05/2026 | 111.31 K | $946.15 K | 3.29% | 0.20% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 110.41 K | $938.46 K | 18.44% | 0.19% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 88.71 K | $754.04 K | 3.49% | 0.16% |
| IFG ADVISORY, LLC | 02/10/2026 | 80.63 K | $685.38 K | 0.70% | 0.14% |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 02/13/2026 | 77.12 K | $655.49 K | 0.00% | 0.14% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 72.23 K | $613.95 K | 32.14% | 0.13% |
| LEGACY ADVISORS, LLC | 01/27/2026 | 50.00 K | $425.00 K | 0.00% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 47.57 K | $404.35 M | -6.42% | 0.08% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/11/2026 | 42.27 K | $360.00 K | 2.05% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 42.02 K | $357.16 K | -8.05% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 41.18 K | $350.01 K | 110.87% | 0.07% |
| ALTERI WEALTH LLC | 02/11/2026 | 38.28 K | $325.34 K | 0.00% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 36.35 K | $309.00 K | 2.10% | 0.06% |
| 02/13/2026 | 34.15 K | $290.24 M | 100.00% | 0.06% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 31.87 K | $270.86 K | 100.00% | 0.06% |
| STRATOS WEALTH ADVISORS, LLC | 01/20/2026 | 28.00 K | $238.00 K | -6.67% | 0.05% |
| 02/04/2026 | 28.00 K | $238.00 K | 100.00% | 0.05% | |
| ROYAL BANK OF CANADA | 02/17/2026 | 26.65 K | $226.00 K | 23.31% | 0.05% |
| ARETE WEALTH ADVISORS, LLC | 02/13/2026 | 21.51 K | $183.00 K | 0.50% | 0.04% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 19.64 K | $166.97 K | 0.00% | 0.03% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 19.60 K | $166.64 K | -0.53% | 0.03% |
| CHOREO, LLC | 01/23/2026 | 18.31 K | $156.88 K | 0.00% | 0.03% |
| SOLTIS INVESTMENT ADVISORS LLC | 02/05/2026 | 18.01 K | $153.11 K | 100.00% | 0.03% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 16.10 K | $136.85 K | 0.00% | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 14.76 K | $125.47 K | 8.15% | 0.03% |
| ADAPT WEALTH ADVISORS, LLC | 02/10/2026 | 13.00 K | $110.50 K | -12.46% | 0.02% |
| CENTRIC WEALTH MANAGEMENT | 02/04/2026 | 12.03 K | $109.62 M | 2.27% | 0.02% |
| JANE STREET GROUP, LLC | 02/12/2026 | 11.74 K | $99.80 M | -26.25% | 0.02% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 02/09/2026 | 11.33 K | $96.26 K | 0.00% | 0.02% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 10.96 K | $93.15 K | 0.00% | 0.02% |
| CITADEL ADVISORS LLC | 02/17/2026 | 10.69 K | $90.82 K | 100.00% | 0.02% |
| JPMORGAN CHASE & CO | 02/11/2026 | 9.18 K | $78.05 K | 0.02% | 0.02% |
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Neuberger Energy Infrastructure and Income Fund Inc. institutional Ownership - FAQ's
During the previous two years, 100 institutional investors and hedge funds held shares of Neuberger Energy Infrastructure and Income Fund Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 3.32 M
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 3.23 M
Advisors Asset Management, Inc.: 853,025
UBS Group AG: 852,408
PRIVATE MANAGEMENT GROUP INC: 750,577
OPPENHEIMER & CO INC: 333,179
4.05% of Neuberger Energy Infrastructure and Income Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 14.17 M shares in the last 24 months. This purchase volume represents approximately $138.55 M in transactions.