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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Keystone Financial Group | History | No change | 13,569 | 1,228 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 6,864 | 621 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McIlrath & Eck, LLC | History | No change | 799 | 55 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 249 | 22 | 0.0% | 0.0% | 4 | +125 | 100.81% | Q2 2026 | Aug 06, 2026 |
| Transce3nd, LLC | History | No change | 261 | 22 | 0.19% | 0.16% | 5 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |