NEW ENGLAND ASSET MANAGEMENT INC

CIK: 1004244SEC EDGAR →

Portfolio Value

$318.9B

Holdings

99

As of

Q1 2026

New Positions

99

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

605,220$54.8B
17.18%
2

ISHARES TR

440,960$36.9B
11.55%
3

ISHARES TR

278,990$18.8B
5.91%
4

WELLS FARGO & CO

131,365$10.5B
3.28%
5

VERIZON COMMUNICATIONS INC

204,240$10.3B
3.21%
6

AT&T INC

353,379$10.2B
3.21%
7

SYSCO CORP

135,091$9.6B
3.02%
8

PPL CORP

230,750$8.8B
2.76%
9

US BANCORP

168,310$8.8B
2.74%
10

CSX CORP

211,850$8.7B
2.73%

Sector Breakdown

Sector# HoldingsValue%
Financial Services32$121.9B38.2%
Unknown5$54.8B17.2%
Utilities8$37.9B11.9%
Consumer Defensive10$33.9B10.6%
Healthcare12$16.5B5.2%
Technology10$13.2B4.1%
Energy7$12.9B4.0%
Communication Services3$11.4B3.6%
Industrials6$8.7B2.7%
Real Estate3$7.6B2.4%
Consumer Cyclical3$13.6M0.0%