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 Q2	$277K	Hold	23,554	–	–	0.13%	105
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 $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aberdeen Wealth Management's NEA Position: Q2 2026 in Review

Aberdeen Wealth Management held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 23,554 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #105.

Aberdeen Wealth Management first reported a position in NEA in Q4 2019 and has held it in 19 quarters since. The position peaked at $356K in Q4 2020. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Aberdeen Wealth Management held 23,554 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $277K as of Q2 2026.
Aberdeen Wealth Management left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.13% of Aberdeen Wealth Management's portfolio in Q2 2026, its #105 holding.
Aberdeen Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and has held it in 19 quarters since.
Aberdeen Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $356K in Q4 2020.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.