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Institutional Holders of NRGX

There is a long list of 69 institutional holders of NRGX within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of NRGX by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-NRGX table below, the initial column indicates the name of each top institutional holder of NRGX, with a link to that fund's top holdings. The next columns indicate the amount of NRGX stock held by each of the institutional holders of NRGX, followed by the NRGX position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Punch & Associates Investment Management Inc. $22,163,643 12/31/2023
     Call1,081,128$22,141,501 12/31/2023
     NRGX1,081,128$22,142 12/31/2023
Saba Capital Management L.P.7,034,522$144,067 12/31/2023
     NRGX7,034,522$144,067 12/31/2023
Rivernorth Capital Management LLC1,931,892$39,565 12/31/2023
     NRGX1,931,892$39,565 12/31/2023
Thomas J. Herzfeld Advisors Inc.1,333,302$28,279 03/31/2024
     NRGX1,333,302$28,279 03/31/2024
Williams Jones Wealth Management LLC.1,225,191$25,986 03/31/2024
     NRGX1,225,191$25,986 03/31/2024
Cohen & Steers Inc.1,092,776$22,380 12/31/2023
     NRGX1,092,776$22,380 12/31/2023
Sit Investment Associates Inc.983,674$20,864 03/31/2024
     NRGX983,674$20,864 03/31/2024
UBS Group AG789,629$16,748 03/31/2024
     NRGX789,629$16,748 03/31/2024
Royal Bank of Canada723,178$14,811 12/31/2023
     NRGX723,178$14,811 12/31/2023
Morgan Stanley634,541$12,995 12/31/2023
     NRGX634,541$12,995 12/31/2023
Envestnet Asset Management Inc.558,573$11,847 03/31/2024
     NRGX558,573$11,847 03/31/2024
Advisors Asset Management Inc.519,676$10,643 12/31/2023
     NRGX519,676$10,643 12/31/2023
Pathstone Holdings LLC492,592$10,448 03/31/2024
     NRGX492,592$10,448 03/31/2024
Stifel Financial Corp489,078$10,374 03/31/2024
     NRGX489,078$10,374 03/31/2024
Bank of America Corp DE452,027$9,258 12/31/2023
     NRGX452,027$9,258 12/31/2023
Hollencrest Capital Management330,777$7,016 03/31/2024
     NRGX330,777$7,016 03/31/2024
Almitas Capital LLC333,376$6,828 12/31/2023
     NRGX333,376$6,828 12/31/2023
Relative Value Partners Group LLC217,968$4,211 03/31/2024
     NRGX217,968$4,211 03/31/2024
Wells Fargo & Company MN147,687$3,132 03/31/2024
     NRGX147,687$3,132 03/31/2024
Cetera Advisor Networks LLC147,334$3,017 12/31/2023
     NRGX147,334$3,017 12/31/2023
RSM US Wealth Management LLC130,771$2,774 03/31/2024
     NRGX130,771$2,774 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC99,365$2,108 03/31/2024
     NRGX99,365$2,108 03/31/2024
Alpine Global Management LLC102,926$2,108 12/31/2023
     NRGX102,926$2,108 12/31/2023
Transcend Wealth Collective LLC86,719$1,839 03/31/2024
     NRGX86,719$1,839 03/31/2024
Wedbush Securities Inc.80,383$1,646 12/31/2023
     NRGX80,383$1,646 12/31/2023
First Foundation Advisors64,078$1,359 03/31/2024
     NRGX64,078$1,359 03/31/2024
Rockefeller Capital Management L.P.62,133$1,272 12/31/2023
     NRGX62,133$1,272 12/31/2023
HighTower Advisors LLC54,880$1,162 03/31/2024
     NRGX54,880$1,162 03/31/2024
Twin Focus Capital Partners LLC52,460$1,074 12/31/2023
     NRGX52,460$1,074 12/31/2023
Country Trust Bank46,722$991 03/31/2024
     NRGX46,722$991 03/31/2024
Family Management Corp47,430$971 12/31/2023
     NRGX47,430$971 12/31/2023
Advisor Group Holdings Inc.43,960$933 03/31/2024
     NRGX43,960$933 03/31/2024
Landscape Capital Management L.L.C.42,892$910 03/31/2024
     NRGX42,892$910 03/31/2024
Cambridge Investment Research Advisors Inc.37,988$806 03/31/2024
     NRGX37,988$806 03/31/2024
O Shaughnessy Asset Management LLC36,891$782 03/31/2024
     NRGX36,891$782 03/31/2024
Aprio Wealth Management LLC36,891$782 03/31/2024
     NRGX36,891$782 03/31/2024
Harbour Investments Inc.34,422$705 12/31/2023
     NRGX34,422$705 12/31/2023
Tocqueville Asset Management L.P.27,500$583 03/31/2024
     NRGX27,500$583 03/31/2024
Truist Financial Corp26,521$563 03/31/2024
     NRGX26,521$563 03/31/2024
Evoke Wealth LLC25,536$529 12/31/2023
     NRGX25,536$529 12/31/2023
First Trust Advisors LP19,594$416 03/31/2024
     NRGX19,594$416 03/31/2024
Wealth Enhancement Advisory Services LLC18,700$397 03/31/2024
     NRGX18,700$397 03/31/2024
Islay Capital Management LLC19,260$394 12/31/2023
     NRGX19,260$394 12/31/2023
Walleye Capital LLC18,381$376 12/31/2023
     NRGX18,381$376 12/31/2023
Invesco Ltd.17,633$361 12/31/2023
     NRGX17,633$361 12/31/2023
Phraction Management LLC14,971$318 03/31/2024
     NRGX14,971$318 03/31/2024
Blue Bell Private Wealth Management LLC14,675$311 03/31/2024
     NRGX14,675$311 03/31/2024
Raymond James & Associates13,616$289 03/31/2024
     NRGX13,616$289 03/31/2024
Cornerstone Wealth Management LLC13,620$289 03/31/2024
     NRGX13,620$289 03/31/2024
Comerica Bank13,880$284 12/31/2023
     NRGX13,880$284 12/31/2023

See All: Funds Holding NRGX
See Details: Top 10 Hedge Funds Holding NRGX
Also See: NRGX Insider Buying
Also See: NRGX Holdings Changes

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