5 institutions reported holding $1.6M of New Economy Fund Cl F2 (NEFFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Keystone Financial Group ($1.1M), GREAT LAKES ADVISORS, LLC ($474,039), McIlrath & Eck, LLC ($55,189), Transce3nd, LLC ($18,025), KELLEHER FINANCIAL ADVISORS ($8,598). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Keystone Financial Group | $1.1M | 13,569 | New |
| 2 | GREAT LAKES ADVISORS, LLC | $474,039 | 6,864 | Hold |
| 3 | McIlrath & Eck, LLC | $55,189 | 799 | New |
| 4 | Transce3nd, LLC | $18,025 | 261 | Hold |
| 5 | KELLEHER FINANCIAL ADVISORS | $8,598 | 124 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31