Among active 13F managers last quarter, 7 opened and 26 added, while 18 reduced; the largest holder to move was First Eagle Investment Management, LLC (+2.9%). Over the last 180 days, 7 insiders sold and none bought, a net -$7.0M in open-market trades.
The legs disagree, or only one of them leans.
334 tracked 13F filers disclose a position in NE as of the latest SEC 13F filings, a combined $4.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 19.7M | $733.7M | ▲+3.6% Added · +682K sh | Q2 2026 | |
| 2 | First Eagle Investment Management, LLC | 14.0M | $520.6M | ▲+2.9% Added · +395K sh | Q2 2026 | |
| 3 | Vanguard Portfolio Management LLC | 8.1M | $302.0M | ▲+1.1% Added · +89K sh | Q2 2026 | |
| 4 | Dimensional Fund Advisors LP | 6.9M | $336.2M | ▲+12% Added · +742K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 5.7M | $213.9M | ▲+0.9% Added · +52K sh | Q2 2026 | |
| 6 | State Street Corp | 5.4M | $202.5M | ▲+4.1% Added · +216K sh | Q2 2026 | |
| 7 | FMR LLC | 5.3M | $196.0M | ▼−4.8% Reduced · −264K sh | Q2 2026 | |
| 8 | American Century Companies Inc | 3.9M | $190.7M | ▲+8.3% Added · +298K sh | Q1 2026 | |
| 9 | Sourcerock Group LLC | 3.7M | $180.6M | ▼−25% Reduced · −1.2M sh | Q1 2026 | |
| 10 | Geode Capital Management, LLC | 3.6M | $134.7M | ▲+17% Added · +527K sh | Q2 2026 | |
| 11 | T. Rowe Price Investment Management, Inc. | 3.2M | Withheld | ▲+1.1% Added · +35K sh | Q2 2026 | |
| 12 | Neuberger Berman Group LLC | 2.5M | $120.4M | ▲+3.2% Added · +76K sh | Q1 2026 | |
| 13 | Van Eck Associates Corp | 2.4M | $89.8M | ▼−6.2% Reduced · −159K sh | Q2 2026 | |
| 14 | Charles Schwab Investment Management Inc | 2.1M | $102.3M | ▲+2.1% Added · +43K sh | Q1 2026 | |
| 15 | Morgan Stanley | 2.0M | $97.7M | ▼−0.6% Reduced · −13K sh | Q1 2026 | |
| 16 | Goehring & Rozencwajg Associates, LLC | 2.0M | $74.1M | ▲+8.0% Added · +146K sh | Q2 2026 | |
| 17 | Avidian Wealth Enterprises, LLC | 1.4M | $50.7M | ▲+4.4% Added · +57K sh | Q2 2026 | |
| 18 | Goldman Sachs Group Inc | 1.3M | $65.5M | ▼−42% Reduced · −966K sh | Q1 2026 | |
| 19 | Northern Trust Corp | 1.3M | $64.9M | ▲+3.8% Added · +48K sh | Q1 2026 | |
| 20 | UBS Group AG | 1.1M | $55.6M | ▼−6.5% Reduced · −79K sh | Q1 2026 | |
| 21 | Hosking Partners LLP | 1.0M | $37.3M | ▼−4.9% Reduced · −52K sh | Q2 2026 | |
| 22 | Van Lanschot Kempen Investment Management N.V. | 969K | $47.6M | ▼−19% Reduced · −232K sh | Q1 2026 | |
| 23 | AQR Capital Management LLC | 928K | $45.5M | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 902K | $33.6M | ▲+10% Added · +85K sh | Q2 2026 | |
| 25 | Bank of New York Mellon Corp | 866K | $42.5M | ▼−0.9% Reduced · −8K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 7 funds opened a new position in NE and 26 added to an existing one, while 18 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 166 funds | $137.8B |
| Microsoft CorpMSFT | 162 funds | $202.7B |
| Amazon.com IncAMZN | 162 funds | $155.8B |
| Apple IncAAPL | 161 funds | $234.4B |
| Nvidia CorpNVDA | 160 funds | $338.1B |
| Meta Platforms Inc-Class AMETA | 158 funds | $90.8B |
| Alphabet Inc-CL CGOOG | 155 funds | $105.5B |
| Broadcom IncAVGO | 154 funds | $135.4B |
| Eli Lilly & CoLLY | 154 funds | $69.9B |
| Visa Inc-Class A SharesV | 154 funds | $47.7B |
| Applied Materials IncAMAT | 153 funds | $38.3B |
| Chevron CorpCVX | 153 funds | $22.1B |
Ranked by how many of NE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Eifler Robert W. | President & CEO, Director | Sell (S) 2 lots, same day | 50K | $2.3M |
| May 15, 2026 | Hirshberg Al J. | Director | Sell (S) 2 lots, same day | 5K | $263K |
| May 12, 2026 | Sledge Charles M | Director | Sell (S) | 724 | $37K |
| May 6, 2026 | Denton Blake | SVP, Marketing & Contracts | Sell (S) | 30K | $1.5M |
| May 5, 2026 | Kawaja Joey M | SVP, Operations | Sell (S) | 40K | $2.0M |
| Apr 30, 2026 | Howard Jennie | SVP, Gen. Counsel & Corp. Sec. | Sell (S) | 2K | $127K |
| Apr 28, 2026 | Alting Caroline | SVP, Ops. Excellence & Sust | Sell (S) | 15K | $809K |
| Mar 18, 2026 | Eifler Robert W. | President & CEO, Director | Sell (S) 2 lots, same day | 100K | $4.7M |
| Mar 18, 2026 | Barker Richard B. | EVP and CFO | Sell (S) 2 lots, same day | 150K | $7.0M |
| Mar 2, 2026 | Denton Blake | SVP, Marketing & Contracts | Sell (S) 2 lots, same day | 19K | $873K |
| Feb 19, 2026 | Sledge Charles M | Director | Sell (S) | 2K | $93K |
| Feb 19, 2026 | Barker Richard B. | EVP and CFO | Sell (S) | 20K | $859K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 53 | 36 | – |
Insiders Form 4 open-market | 0 | 7 | -$7.0M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| NEthis pagecs | 334 funds | $4.8B |
| G65431135WTS | 14 funds | $4.9M |
| G65431150WTS | 13 funds | $2.4M |
| NEEURStock | 1 funds | $2K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for NE
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NE/capital-change-brief"
Use Arkolith's capital_change_brief for NE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.