294 tracked 13F filers disclose a position in NE as of the latest SEC 13F filings, a combined $5.5B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $931.7M | 19.0M | ▲+1.6% Added · +305K sh | Q1 2026 | |
| 2 | First Eagle Investment Management, LLC | $665.5M | 13.6M | ▲+11% Added · +1.4M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $393.0M | 8.0M | →First observed position No prior filed position | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $336.2M | 6.9M | ▲+12% Added · +742K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $278.8M | 5.7M | →First observed position No prior filed position | Q1 2026 | |
| 6 | FMR LLC | $270.8M | 5.5M | ▲116× Added · +5.5M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $255.8M | 5.2M | ▲+1.2% Added · +62K sh | Q1 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $190.7M | 3.9M | ▲+8.3% Added · +298K sh | Q1 2026 | |
| 9 | Sourcerock Group LLC | $180.6M | 3.7M | ▼−25% Reduced · −1.2M sh | Q1 2026 | |
| 10 | T. Rowe Price Investment Management, Inc. | Withheld | 3.1M | ▲+40% Added · +901K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $151.4M | 3.1M | ▲+2.9% Added · +88K sh | Q1 2026 | |
| 12 | VAN ECK ASSOCIATES CORP | Withheld | 2.6M | ▲+26% Added · +529K sh | Q1 2026 | |
| 13 | Neuberger Berman Group LLC | $120.4M | 2.5M | ▲+3.2% Added · +76K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $102.3M | 2.1M | ▲+2.1% Added · +43K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $97.7M | 2.0M | ▼−0.6% Reduced · −13K sh | Q1 2026 | |
| 16 | Goehring & Rozencwajg Associates, LLC | $90.3M | 1.8M | ▲+29% Added · +415K sh | Q1 2026 | |
| 17 | Avidian Wealth Enterprises, LLC | $50.7M | 1.4M | ▲+4.4% Added · +57K sh | Q2 2026 | |
| 18 | Patient Capital Management, LLC | $66.1M | 1.3M | ▲+5.2% Added · +67K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $65.5M | 1.3M | ▼−42% Reduced · −966K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $64.9M | 1.3M | ▲+3.8% Added · +48K sh | Q1 2026 | |
| 21 | UBS Group AG | $55.6M | 1.1M | ▼−6.5% Reduced · −79K sh | Q1 2026 | |
| 22 | Hosking Partners LLP | $51.6M | 1.1M | ▼−7.8% Reduced · −88K sh | Q1 2026 | |
| 23 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $47.6M | 969K | ▼−19% Reduced · −232K sh | Q1 2026 | |
| 24 | AQR CAPITAL MANAGEMENT LLC | $45.5M | 928K | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $42.5M | 866K | ▼−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.
Last quarter, 8 funds opened a new position in NE and 23 added to an existing one, while 19 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 119 funds | $43.4B |
| META PLATFORMS INC-CLASS AMETA | 119 funds | $21.6B |
| ALPHABET INC-CL AGOOGL | 118 funds | $29.5B |
| NVIDIA CORPNVDA | 117 funds | $57.3B |
| AMAZON.COM INCAMZN | 117 funds | $30.8B |
| BROADCOM INCAVGO | 116 funds | $22.6B |
| ELI LILLY & COLLY | 115 funds | $11.6B |
| MICRON TECHNOLOGY INCMU | 115 funds | $5.7B |
| APPLIED MATERIALS INCAMAT | 115 funds | $5.4B |
| UNITEDHEALTH GROUP INCUNH | 115 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 114 funds | $13.8B |
| LAM RESEARCH CORPLRCX | 114 funds | $5.4B |
Ranked by how many of NE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Eifler Robert W. | President & CEO, Director | Sell (S) | 33K | $1.5M |
| Jun 15, 2026 | Eifler Robert W. | President & CEO, Director | Sell (S) | 17K | $780K |
| May 15, 2026 | Hirshberg Al J. | Director | Sell (S) | 4K | $184K |
| May 15, 2026 | Hirshberg Al J. | Director | Sell (S) | 2K | $79K |
| 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) | 73K | $3.4M |
| Mar 18, 2026 | Eifler Robert W. | President & CEO, Director | Sell (S) | 27K | $1.3M |
| Mar 18, 2026 | Barker Richard B. | EVP and CFO | Sell (S) | 103K | $4.8M |
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.