J. Derek Lewis & Associates Inc.
Position in NML — Neuberger Energy Infrastructure & Income Fund Inc.
CIK 2077884
NEWPORT BEACH, CA
Position in NML
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$217,208
-$7,926 QoQ
Shares Held
21,421
0.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#53
of 87 holders
Holding Since
Dec 2025
3 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, 2026J. Derek Lewis & Associates Inc. holds $700,742 across 4 Asset Management names. NML ranks #2 (31.0% of the industry book) .
All Filings in NML
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,208 | 21,421 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $225,134 | 21,421 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $182,078 | 21,421 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||