Pimco Energy & Tactical Credit Opportunities Fund NRGX

Institutional shares held 25.3 Million

0 calls

0 puts

Total value of holdings $492M

$0 calls

$0 puts

Market Cap N/A

Institutional ownership N/A

# of Institutions 88

We take great care to ensure that the data presented and summarized in this overview for PIMCO Energy & Tactical Credit Opportunities Fund is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.

Quarterly Institutional Activity in NRGX

Shares Bought

Shares Sold

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Top Institutions Holding NRGX

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Latest Institutional Activity in NRGX

Top Purchases

Q2 2025

Wealth Enhancement Advisory Services, LLC Shares Held: 25K ($488K)

4.11K Shares purchased

19.62% Added

Q2 2025

Truist Financial Corp Shares Held: 16.9K ($329K)

1.77K Shares purchased

11.74% Added

Q2 2025

Parallel Advisors, LLC Shares Held: 1.72K ($33.6K)

1.72K Shares purchased

New Holding

Q1 2025

Ieq Capital, LLC Shares Held: 2.09M ($40.7M)

2.09M Shares purchased

New Holding

Q1 2025

Saba Capital Management, L.P. Shares Held: 7.54M ($147M)

732K Shares purchased

10.74% Added

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Top Sells

Q1 2025

Rivernorth Capital Management, LLC Shares Held: 1.73M ($33.8M)

238K Shares sold

12.06% Reduced

Q1 2025

Pathstone Holdings, LLC Shares Held: 142K ($2.77M)

174K Shares sold

55.04% Reduced

Q1 2025

Royal Bank Of Canada Shares Held: 871K ($17M)

130K Shares sold

12.95% Reduced

Q1 2025

Morgan Stanley Shares Held: 747K ($14.6M)

94.6K Shares sold

11.24% Reduced

Q1 2025

Williams Jones Wealth Management, Llc. Shares Held: 1.05M ($20.4M)

33.2K Shares sold

3.07% Reduced

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About NRGX

Insider Transactions at NRGX

Insider Transaction List

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Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Jul 07 2025	Kathleen Ann Mc Cartney Director	BUY Open market or private purchase	Direct	4,032 +50.0%	$96,768 $24.78 P/Share
Apr 03 2025	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	200 -0.0%	$4,800 $24.32 P/Share
Apr 02 2025	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	13,837 -0.18%	$332,088 $24.98 P/Share
Jan 13 2025	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	731,721 +8.84%	$19,756,467 $27.6 P/Share
Dec 20 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	2,000 +0.03%	$50,000 $25.14 P/Share
Dec 18 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	10,392 +0.15%	$249,408 $24.92 P/Share
Dec 17 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	15,729 +0.23%	$393,225 $25.16 P/Share
Dec 06 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	597 +0.01%	$15,522 $26.55 P/Share
Dec 05 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	7,386 +0.11%	$192,036 $26.47 P/Share
Dec 02 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	400 +0.01%	$10,400 $26.91 P/Share
Nov 29 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	3,768 +0.06%	$97,968 $26.92 P/Share
Nov 27 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	500 +0.01%	$13,000 $26.65 P/Share
Nov 22 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	44,092 +0.65%	$1,146,392 $26.19 P/Share
Nov 21 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	37,181 +0.55%	$966,706 $26.23 P/Share
Nov 20 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	74,823 +1.11%	$1,945,398 $26.15 P/Share
Nov 19 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	74,805 +1.12%	$1,870,125 $25.9 P/Share
Nov 18 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	117,561 +1.77%	$2,939,025 $25.85 P/Share
Nov 15 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	56,798 +0.88%	$1,419,950 $25.18 P/Share
Nov 14 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	92,819 +1.44%	$2,227,656 $24.79 P/Share
Oct 08 2024	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	711 -0.01%	$17,064 $24.05 P/Share

View All Transactions

Last 12 Months Summary

Buy / Acquisition

1.28M Shares

From 2 Insiders

Open market or private purchase	1.28M shares

Sell / Disposition

209K Shares

From 1 Insiders

Open market or private sale	209K shares

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Pimco Energy & Tactical Credit Opportunities Fund NRGX

Quarterly Institutional Activity in NRGX

Top Institutions Holding NRGX

Latest Institutional Activity in NRGX

Top Purchases

Top Sells

About NRGX

Insider Transactions at NRGX

Insider Transaction List

Last 12 Months Summary

Track Institutional and Insider Activities on NRGX

Institutional Portfolio Updates

Insider Trading

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