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

AE 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 		$220K Sell
18,701
-642
-3% -$7.38K ﹤0.01% 1666
2026
Q1 		$217K Buy
19,343
+1,338
+7% +$15.6K ﹤0.01% 1567
2025
Q4 		$209K Buy
18,005
+664
+4% +$7.64K ﹤0.01% 1503
2025
Q3 		$198K Buy
17,341
+37
+0.2% +$407 ﹤0.01% 1408
2025
Q2 		$189K Hold
17,304
– – ﹤0.01% 1330
2025
Q1 		$194K Buy
17,304
+1,000
+6% +$11.4K ﹤0.01% 1288
2024
Q4 		$184K Hold
16,304
– – ﹤0.01% 1296
2024
Q3 		$195K Sell
16,304
-3,029
-16% -$35.2K ﹤0.01% 1188
2024
Q2 		$222K Buy
19,333
+895
+5% +$9.8K ﹤0.01% 1129
2024
Q1 		$204K Sell
18,438
-22,732
-55% -$249K ﹤0.01% 1087
2023
Q4 		$442K Buy
41,170
+4,437
+12% +$45.3K ﹤0.01% 1513
2023
Q3 		$356K Sell
36,733
-2,099
-5% -$22K ﹤0.01% 1531
2023
Q2 		$424K Buy
38,832
+3,626
+10% +$39.7K ﹤0.01% 1467
2023
Q1 		$391K Sell
35,206
-5,232
-13% -$58.4K ﹤0.01% 1449
2022
Q4 		$460K Buy
40,438
+3,005
+8% +$32.8K ﹤0.01% 1349
2022
Q3 		$397K Buy
37,433
+2,222
+6% +$26.7K ﹤0.01% 1366
2022
Q2 		$414K Buy
35,211
+5,596
+19% +$68.2K ﹤0.01% 1297
2022
Q1 		$389K Buy
29,615
+2,773
+10% +$38.6K ﹤0.01% 1312
2021
Q4 		$419K Buy
26,842
+20
+0.1% +$304 ﹤0.01% 1329
2021
Q3 		$407K Sell
26,822
-607
-2% -$9.59K ﹤0.01% 1252
2021
Q2 		$431K Sell
27,429
-6,674
-20% -$102K ﹤0.01% 1196
2021
Q1 		$505K Buy
34,103
+6,523
+24% +$96.6K 0.01% 1024
2020
Q4 		$416K Buy
27,580
+1,804
+7% +$26.3K ﹤0.01% 1022
2020
Q3 		$370K Buy
25,776
+989
+4% +$14.2K 0.01% 970
2020
Q2 		$345K Sell
24,787
-5,293
-18% -$71.5K 0.01% 980
2020
Q1 		$407K Hold
30,080
– – 0.01% 749
2019
Q4 		$433K Sell
30,080
-1,484
-5% -$21.1K 0.01% 780
2019
Q3 		$452K Buy
31,564
+6,707
+27% +$95.1K 0.01% 649
2019
Q2 		$343K Buy
24,857
+10,140
+69% +$136K 0.01% 704
2019
Q1 		$197K Buy
14,717
+1,309
+10% +$17K 0.01% 600
2018
Q4 		$165K Sell
13,408
-4,696
-26% -$57.6K 0.03% 449
2018
Q3 		$229K Buy
18,104
+2,552
+16% +$33K 0.01% 526
2018
Q2 		$202K Sell
15,552
-1,652
-10% -$21.3K 0.01% 424
2018
Q1 		$224K Buy
+17,204
New +$227K 0.02% 385

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

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

AE Wealth Management reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 3.3% in Q2 2026, selling an estimated $7.38K and leaving 18,701 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

AE Wealth Management first reported a position in NEA in Q1 2018 and has held it in 34 quarters since. The position peaked at $505K in Q1 2021. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • AE Wealth Management held 18,701 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $220K as of Q2 2026.
  • AE Wealth Management sold 642 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $7.38K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1666 holding.
  • AE Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2018 and has held it in 34 quarters since.
  • AE Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $505K in Q1 2021.
  • 297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.