Among active 13F managers last quarter, 1 added and 1 reduced; the largest holder to move was Warberg Asset Management LLC (−15%). No open-market insider trades in the last 180 days.
No leg leans either way.
12 tracked 13F filers disclose a position in NEN as of the latest SEC 13F filings, a combined $5.9M 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 | Caldwell Sutter Capital, Inc. | 29K | $1.7M | —Held | Q2 2026 | |
| 2 | Susquehanna International Group, LLP | 18K | $1.1M | ▲+17% Added · +3K sh | Q1 2026 | |
| 3 | Warberg Asset Management LLC | 15K | $886K | ▼−15% Reduced · −3K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 10K | $604K | —Held | Q1 2026 | |
| 5 | Epacria Capital Partners, LLC | 10K | $583K | ▲+15% Added · +1K sh | Q2 2026 | |
| 6 | UBS Group AG | 4K | $258K | ▲+81% Added · +2K sh | Q1 2026 | |
| 7 | Cerity Partners LLC | 4K | $240K | —Held | Q1 2026 | |
| 8 | Napier Financial, LLC | 3K | $183K | —Held | Q2 2026 | |
| 9 | Morgan Stanley | 3K | $173K | —Held | Q1 2026 | |
| 10 | Royal Bank Of Canada | 1K | $86K | ▲New +1K sh | Q1 2026 | |
| 11 | Wells Fargo & Company | 1K | $81K | —Held | Q1 2026 | |
| 12 | JPMorgan Chase & Co | 450 | $27K | —Held | 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, 1 fund added to an existing position in NEN, while 1 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 |
|---|---|---|
| Vanguard Ftse Developed ETFVEA | 3 funds | $22.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 3 funds | $19.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 3 funds | $15.2M |
| Philip Morris InternationalPM | 3 funds | $14.8M |
| Enterprise Products PartnersEPD | 3 funds | $5.4M |
| Alphabet Inc-CL CGOOG | 3 funds | $5.0M |
| Aflac IncAFL | 3 funds | $1.1M |
| Ishares Russell 1000 ETFIWB | 2 funds | $62.6M |
| Ishares Core S&P 500 ETFIVV | 2 funds | $49.5M |
| Ishares Msci Eafe ETFEFA | 2 funds | $26.1M |
| Apple IncAAPL | 2 funds | $22.8M |
| Ishares 3-7 Year Treasury BoIEI | 2 funds | $20.6M |
Ranked by how many of NEN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NEN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 15, 2022 | Brown Jameson Pruitt | TREASURER, Director, 10% Owner | Buy (P) | 3K | $198K |
| Aug 31, 2021 | Brown Jameson Pruitt | Treasurer, Director | Buy (P) | 3K | $155K |
| Mar 16, 2021 | Brown Jameson Pruitt | Treasurer, Director | Buy (P) | 3K | $138K |
| Jun 2, 2020 | Brown Jameson Pruitt | Treasurer, Director | Buy (P) | 200 | $10K |
| May 19, 2020 | Brown Jameson Pruitt | Treasurer, Director | Buy (P) | 200 | $9K |
| Mar 18, 2020 | Brown Ronald | President, Director | Buy (P) | 3K | $140K |
| Mar 20, 2019 | Brown Ronald | President, Director | Buy (P) | 500 | $33K |
| May 16, 2018 | Valeri Carl Anthony | Insider | Buy (P) | 100 | $7K |
| May 2, 2018 | Valeri Carl Anthony | Insider | Buy (P) | 100 | $7K |
| Apr 17, 2018 | Valeri Carl Anthony | Insider | Buy (P) | 200 | $14K |
| Oct 3, 2017 | Valeri Carl Anthony | Insider | Buy (P) | 200 | $14K |
| Feb 17, 2017 | Brown Ronald | President, Director | Buy (P) | 600 | $40K |
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 | 3 | 1 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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.
Connected entities for NEN
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/NEN/capital-change-brief"
Use Arkolith's capital_change_brief for NEN. 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 NEN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.