Aberdeen Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Aberdeen Wealth Management’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$265K	Buy	+23,554	New	+$274K	0.12%	135
2025 Q4	–	Sell	-23,554	Closed	-$268K	–	177
2025 Q3	$268K	Hold	23,554	–	–	0.17%	127
2025 Q2	$257K	Hold	23,554	–	–	0.17%	122
2025 Q1	$264K	Hold	23,554	–	–	0.18%	122
2024 Q4	$266K	Buy	+23,554	New	+$274K	0.18%	123
2024 Q2	–	Sell	-23,554	Closed	-$261K	–	172
2024 Q1	$261K	Hold	23,554	–	–	0.15%	131
2023 Q4	$259K	Hold	23,554	–	–	0.19%	126
2023 Q3	$228K	Hold	23,554	–	–	0.17%	131
2023 Q2	$257K	Hold	23,554	–	–	0.19%	128
2023 Q1	$262K	Hold	23,554	–	–	0.2%	125
2022 Q4	$268K	Buy	+23,554	New	+$257K	0.2%	123
2022 Q3	–	Sell	-23,554	Closed	-$277K	–	164
2022 Q2	$277K	Hold	23,554	–	–	0.22%	115
2022 Q1	$309K	Buy	+23,554	New	+$328K	0.21%	120
2021 Q2	–	Sell	-23,554	Closed	-$349K	–	144
2021 Q1	$349K	Hold	23,554	–	–	0.28%	104
2020 Q4	$356K	Hold	23,554	–	–	0.27%	101
2020 Q3	$338K	Buy	+23,554	New	+$338K	0.32%	91
2020 Q2	–	Sell	-23,554	Closed	-$319K	–	136
2020 Q1	$319K	Hold	23,554	–	–	0.39%	79
2019 Q4	$339K	Buy	+23,554	New	+$335K	0.25%	100

Other funds holding NEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aberdeen Wealth Management's NEA Position: Q1 2026 in Review

Aberdeen Wealth Management opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026: 23,554 shares worth $265K. The stake represents 0.12% of the portfolio and ranks #135 among its holdings. This is a return to the name: Aberdeen Wealth Management previously reported a position in NEA as recently as Q3 2025.

Aberdeen Wealth Management first reported a position in NEA in Q4 2019 and has held it in 18 quarters since. The position peaked at $356K in Q4 2020. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

Aberdeen Wealth Management held 23,554 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $265K as of Q1 2026.
Nuveen AMT-Free Quality Municipal Income Fund was a new Aberdeen Wealth Management position in Q1 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.12% of Aberdeen Wealth Management's portfolio in Q1 2026, its #135 holding.
Aberdeen Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and has held it in 18 quarters since.
Aberdeen Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $356K in Q4 2020.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.