Pimco Energy & Tactical Credit Opportunities Fund NRGX

Institutional shares held 22.6 Million

0 calls

0 puts

Total value of holdings $441M

$0 calls

$0 puts

Market Cap N/A

Institutional ownership N/A

# of Institutions 86

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

Q3 2025

Stolper CO Shares Held: 23.9K ($466K)

23.9K Shares purchased

New Holding

Q3 2025

Halbert Hargrove Global Advisors, LLC Shares Held: 4.5K ($87.7K)

4.5K Shares purchased

New Holding

Q3 2025

Allspring Global Investments Holdings, LLC Shares Held: 22.6K ($440K)

2.93K Shares purchased

14.91% Added

Q3 2025

Janney Montgomery Scott LLC Shares Held: 21.4K ($417K)

1.67K Shares purchased

8.46% Added

Q3 2025

Cynosure Management, LLC Shares Held: 8.53K ($166K)

137 Shares purchased

1.63% Added

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Top Sells

Q3 2025

Spire Wealth Management Shares Held: 6.88K ($134K)

4.42K Shares sold

39.12% Reduced

Q3 2025

Blue Bell Private Wealth Management, LLC Shares Held: 459 ($8.94K)

2.1K Shares sold

82.06% Reduced

Q3 2025

Wealth Enhancement Advisory Services, LLC Shares Held: 24.7K ($481K)

345 Shares sold

1.38% Reduced

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

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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
Sep 10 2025	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	13,276 -0.18%	$318,624 $24.88 P/Share
Sep 08 2025	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	8,160 -0.11%	$195,840 $24.72 P/Share
Sep 05 2025	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	2,000 -0.03%	$48,000 $24.8 P/Share
Sep 04 2025	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	3,476 -0.05%	$83,424 $24.91 P/Share
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

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

52.7K Shares

From 1 Insiders

Open market or private sale	52.7K 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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