MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in NML — Neuberger Energy Infrastructure & Income Fund Inc.
CIK 1607355
GLASTONBURY, CT
Position in NML
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,336
-$888 QoQ
Shares Held
2,400
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NML Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $1,055,972 across 27 Asset Management names. NML ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
4,500 | $529,515 | |
| 2 | IVZ |
Invesco Ltd.
|
2,119 | $261,588 | |
| 3 | DNP |
Dnp Select Income Fund Inc
|
4,891 | $52,773 | |
| 4 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
This page
|
2,400 | $24,336 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,400 | $23,380 | |
| 6 | DSL |
DoubleLine Income Solutions Fund
|
1,835 | $20,295 | |
| 7 | GDL |
Gdl Fund
|
2,000 | $16,940 | |
| 8 | BSTZ |
BlackRock Science & Technology Term Trust
|
556 | $16,696 |
All Filings in NML
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,336 | 2,400 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $25,224 | 2,400 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $20,400 | 2,400 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,928 | 2,400 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,600 | 2,400 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $35,100 | 3,900 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $143,929 | 16,300 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||