Institutional Ownership Pimco Energy & Tactical Credit Opportunities Fund (NRGX)
This table provides information about the institutional ownership of Pimco Energy & Tactical Credit Opportunities Fund (NRGX). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $492 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
57,058
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
56,418
shares
|
$1.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
55,279
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
47,368
shares
|
$922,728
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
46,722
shares
|
$910,144
0.02% of portfolio
|
Q3 2020
Added 289.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
45,450
shares
|
$885,366
0.0% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
44,655
shares
|
$869,879
0.05% of portfolio
|
Q3 2022
Reduced 21.59%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
40,741
shares
|
$793,634
0.14% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
39,754
shares
|
$774,407
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
38,086
shares
|
$741,915
0.0% of portfolio
|
Q1 2025
Added 120.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
31,513
shares
|
$613,873
0.0% of portfolio
|
Q1 2025
Added 42.38%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
29,305
shares
|
$570,861
0.08% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
29,305
shares
|
$570,861
0.0% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
27,500
shares
|
$535,700
0.01% of portfolio
|
Q1 2023
Reduced 13.83%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
25,370
shares
|
$494,207
0.02% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
25,045
shares
|
$487,876
0.0% of portfolio
|
Q2 2025
Added 19.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
25,044
shares
|
$487,857
0.02% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
19,732
shares
|
$384,379
0.0% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
19,644
shares
|
$382,665
0.0% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
19,333
shares
|
$376,606
0.28% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
17,750
shares
|
$345,770
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
17,361
shares
|
$338,192
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
16,989
shares
|
$330,945
0.0% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
16,659
shares
|
$324,517
0.02% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
15,302
shares
|
$298,082
0.0% of portfolio
|
Q1 2025
Added 8.62%
|