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 93 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $443 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
68,864
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 14, 2025 Q3 2025 |
61,864
shares
|
$1.21 Million
0.93% of portfolio
|
Q3 2025
Added 37.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
60,659
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 37.86%
|
|
|
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%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
51,401
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 113.47%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
48,565
shares
|
$946,046
0.04% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
47,004
shares
|
$915,637
0.0% of portfolio
|
Q3 2025
Added 40.06%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
44,655
shares
|
$869,879
0.05% of portfolio
|
Q3 2022
Reduced 21.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
36,850
shares
|
$717,838
0.0% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
36,300
shares
|
$707,124
0.01% of portfolio
|
Q3 2025
Added 32.0%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
29,171
shares
|
$568,251
0.06% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
29,171
shares
|
$568,251
0.0% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
29,114
shares
|
$567,140
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
28,037
shares
|
$546,160
0.0% of portfolio
|
Q3 2025
Added 37.9%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
25,820
shares
|
$502,973
0.02% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
24,700
shares
|
$481,156
0.0% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
24,578
shares
|
$478,779
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Stolper CO
|
Oct 10, 2025 Q3 2025 |
23,927
shares
|
$466,097
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
22,573
shares
|
$439,722
0.0% of portfolio
|
Q3 2025
Added 14.91%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
21,512
shares
|
$419,053
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
21,402
shares
|
$416,910
0.0% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
18,861
shares
|
$367,412
0.23% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
17,750
shares
|
$345,770
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
16,713
shares
|
$325,569
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
16,611
shares
|
$323,582
0.0% of portfolio
|
Q2 2025
Added 39.59%
|
|