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 83

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

Q1 2025

Janney Montgomery Scott LLC Shares Held: 19.7K ($384K)

3.16K Shares purchased

19.05% Added

Q1 2025

Cornerstone Wealth Management, LLC Shares Held: 16.7K ($325K)

1.73K Shares purchased

11.55% Added

Q1 2025

Wealth Enhancement Advisory Services, LLC Shares Held: 20.9K ($408K)

1.25K Shares purchased

6.34% Added

Q1 2025

Fny Investment Advisers, LLC Shares Held: 500 ($9.74K)

500 Shares purchased

New Holding

Q1 2025

Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 500 ($9.74K)

500 Shares purchased

New Holding

View All Buyers

Top Sells

Q1 2025

Noble Wealth Management Pbc Shares Held: 925 ($18K)

18.2K Shares sold

95.17% Reduced

Q4 2024

Sit Investment Associates Inc Shares Held: 754K ($14.7M)

844K Shares sold

52.81% Reduced

Q4 2024

Morgan Stanley Shares Held: 842K ($16.4M)

378K Shares sold

30.98% Reduced

Q4 2024

Alpine Global Management, LLC Shares Held: 25K ($487K)

129K Shares sold

83.81% Reduced

Q4 2024

Advisors Asset Management, Inc. Shares Held: 375K ($7.31M)

123K Shares sold

24.74% 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
Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
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
Oct 07 2024	Saba Capital Management, L.P. > 10% Shareholder	SELL Open market or private sale	Indirect	2,850 -0.05%	$68,400 $24.15 P/Share

View All Transactions

Last 12 Months Summary

Buy / Acquisition

1.27M Shares

From 1 Insiders

Open market or private purchase	1.27M shares

Sell / Disposition

776K Shares

From 1 Insiders

Open market or private sale	776K shares

Institutional Portfolio Updates

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Insider Trading

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Operation

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Value

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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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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