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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
16,450
shares
|
$320,446
0.02% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
16,055
shares
|
$312,751
0.0% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
15,828
shares
|
$308,329
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
15,079
shares
|
$293,738
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,206
shares
|
$276,732
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
13,460
shares
|
$262,200
0.03% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
13,449
shares
|
$261,986
0.13% 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%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
12,889
shares
|
$251,077
0.02% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
12,800
shares
|
$249,344
0.0% of portfolio
|
Q3 2025
Added 24.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,455
shares
|
$242,623
0.0% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
11,804
shares
|
$229,941
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
10,500
shares
|
$204,540
0.0% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,221
shares
|
$199,105
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
10,000
shares
|
$194,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$194,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
9,900
shares
|
$192,852
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
9,217
shares
|
$179,547
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
9,000
shares
|
$175,320
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,898
shares
|
$173,333
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,550
shares
|
$166,554
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
8,549
shares
|
$166,534
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
8,526
shares
|
$166,086
0.02% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
6,884
shares
|
$134,100
0.0% of portfolio
|
Q3 2025
Reduced 39.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,847
shares
|
$133,379
0.0% of portfolio
|
Q1 2025
Reduced 4.2%
|
|