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 88 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 $493 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
15,105
shares
|
$294,245
0.0% of portfolio
|
Q1 2025
Reduced 23.98%
|
|
|
Phraction Management LLC
Stamford, CT |
Apr 28, 2025 Q1 2025 |
14,971
shares
|
$291,635
0.11% of portfolio
|
Q3 2022
Reduced 34.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
14,500
shares
|
$282,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,000
shares
|
$272,720
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
13,569
shares
|
$264,324
0.02% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
13,449
shares
|
$261,986
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,121
shares
|
$255,597
0.0% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
11,900
shares
|
$231,812
0.0% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
11,781
shares
|
$229,493
0.0% of portfolio
|
Q1 2025
Added 31.93%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
11,075
shares
|
$215,741
0.01% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
10,500
shares
|
$204,540
0.0% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
10,212
shares
|
$198,929
0.01% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,000
shares
|
$194,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
9,000
shares
|
$175,320
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
9,000
shares
|
$175,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
8,995
shares
|
$175,222
0.01% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
8,550
shares
|
$166,554
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
8,549
shares
|
$166,534
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,335
shares
|
$162,365
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
8,246
shares
|
$160,632
0.02% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,847
shares
|
$133,379
0.0% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
5,000
shares
|
$97,400
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,283
shares
|
$83,432
0.0% of portfolio
|
Q1 2025
Added 756.6%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
3,240
shares
|
$63,115
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
2,500
shares
|
$48,700
0.01% of portfolio
|
Q3 2023
New holding
|