Mount Yale Investment Advisors, LLC Pimco Energy & Tactical Credit Opportunities Fund Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Pimco Energy & Tactical Credit Opportunities Fund stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 75,539 shares of NRGX stock, worth $1.47 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
75,539Holding current value
$1.47 Million% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding NRGX
# of Institutions
93Shares Held
22.7MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY7.49MShares$146 Million4.38% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL1.59MShares$31 Million2.73% of portfolio
-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.57MShares$30.6 Million13.42% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN1.06MShares$20.7 Million1.33% of portfolio
-
Cohen & Steers, Inc. New York, NY1.05MShares$20.5 Million0.05% of portfolio
About PIMCO Energy & Tactical Credit Opportunities Fund
- Ticker NRGX
- Exchange NYSE
- Sector N/A
- Industry N/A