SCHEDULE: Bank of America Discloses 6.8% Stake in Neuberger Energy Fund
Ownership Filing
Bank of America Corporation has reported a beneficial ownership of 3,828,535 shares, representing 6.8% of the outstanding common stock in Neuberger Energy Infrastructure & Income Fund Inc.
Summary
- Bank of America Corporation, through its subsidiaries Bank of America N.A. and Merrill Lynch Pierce Fenner & Smith, Inc., has filed a Schedule 13G, indicating it beneficially owns 3,828,535 shares of Neuberger Energy Infrastructure & Income Fund Inc. common stock.
- This holding represents 6.8% of the class of securities.
- The filing is an amendment (Amendment No. 1) and the event date requiring the filing is March 31, 2026.
- The beneficial ownership calculation is based on 56,658,928 outstanding shares as disclosed by the issuer on February 3, 2026, reflecting share totals as of November 30, 2025.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, as it primarily reports an existing ownership stake rather than new strategic initiatives or performance updates.
Positives
- Bank of America's significant stake indicates confidence or strategic interest in Neuberger Energy Infrastructure & Income Fund Inc.
Risks
- The filing does not explicitly mention any risks associated with this ownership stake.
Future Outlook
The filing does not contain forward-looking statements or guidance regarding future actions or performance of Neuberger Energy Infrastructure & Income Fund Inc.
Industry Context
StockSavvy.ai notes that large institutional holdings, as reported in Schedule 13G filings, are common indicators of significant investor interest in energy infrastructure and income-focused funds. This filing by Bank of America suggests a notable position within this sector.
Stakeholder Impact
- Shareholders of Neuberger Energy Infrastructure & Income Fund Inc. may view Bank of America's significant stake as a sign of institutional support or potential future strategic involvement.
- Other investors may monitor Bank of America's actions regarding this holding for insights into the fund's prospects.
Key Dates
| Date | Description |
|---|---|
| 2025-11-30 | Date as of which issuer's outstanding shares were reported. |
| 2026-02-03 | Date of issuer's Form N-CSR disclosing share totals. |
| 2026-03-31 | Date of event requiring filing of this statement. |
| 2026-04-27 | Date of signature on the Schedule 13G filing. |
Keywords
Schedule 13G, Bank of America, Neuberger Energy Infrastructure & Income Fund Inc., Beneficial Ownership, Common Stock, Investment Holding, SEC Filing
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.