Pimco Energy & Tactical Credit Opportunities Fund NRGX

Institutional shares held 22.7 Million

0 calls

0 puts

Total value of holdings $441M

$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

Bank Of America Corp Shares Held: 568K ($11.1M)

92.8K Shares purchased

19.51% Added

Q2 2025

Royal Bank Of Canada Shares Held: 963K ($18.8M)

92.7K Shares purchased

10.65% Added

Q2 2025

Wells Fargo & Company Shares Held: 835K ($16.3M)

60.1K Shares purchased

7.75% Added

Q2 2025

Rareview Capital LLC Shares Held: 45.1K ($879K)

45.1K Shares purchased

New Holding

Q2 2025

Stifel Financial Corp Shares Held: 552K ($10.8M)

31.8K Shares purchased

6.11% Added

View All Buyers

Top Sells

Q2 2025

Punch & Associates Investment Management, Inc. Shares Held: 1.07M ($20.9M)

184K Shares sold

14.67% Reduced

Q2 2025

Rivernorth Capital Management, LLC Shares Held: 1.59M ($30.9M)

146K Shares sold

8.43% Reduced

Q2 2025

Choreo, LLC Shares Held: 120K ($2.34M)

84.4K Shares sold

41.31% Reduced

Q2 2025

Advisors Asset Management, Inc. Shares Held: 382K ($7.44M)

59.4K Shares sold

13.45% Reduced

Q2 2025

Thomas J. Herzfeld Advisors, Inc. Shares Held: 1.59M ($30.9M)

55.7K Shares sold

3.4% 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
Aug 29 2025	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	3,259 -0.04%	$78,216 $24.72 P/Share
Aug 27 2025	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	400 -0.01%	$9,600 $24.6 P/Share
Aug 13 2025	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	5,901 -0.08%	$141,624 $24.43 P/Share
Aug 12 2025	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	2,218 -0.03%	$53,232 $24.2 P/Share
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

View All Transactions

Last 12 Months Summary

Buy / Acquisition

1.27M Shares

From 2 Insiders

Open market or private purchase	1.27M shares

Sell / Disposition

75.9K Shares

From 1 Insiders

Open market or private sale	75.9K 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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