NEW ECONOMY FUND - NEFFX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GREAT LAKES ADVISORS, LLC | History | No change | 6,864 | 501 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 1,758 | 128 | 0.07% | — | 2 | +1,758 | New | Q4 2025 | Feb 13, 2026 |
| Transce3nd, LLC | History | Added to | 261 | 20 | 0.16% | 0.02% | 3 | +24 | 10.13% | Q4 2025 | Feb 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 124 | 9 | 0.0% | 0.0% | 4 | +11 | 9.73% | Q4 2025 | Jan 20, 2026 |