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Accredited Investor Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Accredited Investor Services’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 		$969K Sell
82,499
-5,958
-7% -$68.4K 0.55% 17
2026
Q1 		$993K Buy
88,457
+6,431
+8% +$74.8K 0.64% 15
2025
Q4 		$954K Sell
82,026
-13,293
-14% -$153K 0.63% 15
2025
Q3 		$1.09M Sell
95,319
-571
-0.6% -$6.28K 0.75% 11
2025
Q2 		$1.05M Sell
95,890
-4,225
-4% -$45.8K 0.79% 11
2025
Q1 		$1.12M Buy
100,115
+22,152
+28% +$252K 0.94% 11
2024
Q4 		$879K Buy
+77,963
New +$907K 0.7% 16

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Accredited Investor Services's NEA Position: Q2 2026 in Review

Accredited Investor Services reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 6.7% in Q2 2026, selling an estimated $68.4K and leaving 82,499 shares worth $969K. The position accounts for 0.55% of the portfolio, ranked #17.

Accredited Investor Services first reported a position in NEA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q1 2025. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Accredited Investor Services held 82,499 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $969K as of Q2 2026.
  • Accredited Investor Services sold 5,958 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $68.4K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.55% of Accredited Investor Services's portfolio in Q2 2026, its #17 holding.
  • Accredited Investor Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Accredited Investor Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.12M in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.