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AlphaCore Capital’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

AlphaCore Capital’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 		$452K Buy
38,259
+546
+1% +$6.27K 0.01% 733
2026
Q1 		$426K Sell
37,713
-3,961
-10% -$46.1K 0.01% 595
2025
Q4 		$485K Buy
41,674
+6,207
+18% +$71.4K 0.01% 619
2025
Q3 		$406K Buy
35,467
+682
+2% +$7.5K 0.01% 508
2025
Q2 		$382K Buy
34,785
+1,663
+5% +$18K 0.01% 427
2025
Q1 		$373K Buy
+33,122
New +$377K 0.03% 325

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

AlphaCore Capital's NEA Position: Q2 2026 in Review

AlphaCore Capital increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.4% in Q2 2026, buying an estimated $6.27K and bringing the position to 38,259 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #733.

AlphaCore Capital first reported a position in NEA in Q1 2025 and has held it in 6 quarters since. The position peaked at $485K in Q4 2025. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • AlphaCore Capital held 38,259 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $452K as of Q2 2026.
  • AlphaCore Capital bought 546 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $6.27K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #733 holding.
  • AlphaCore Capital first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2025 and has held it in 6 quarters since.
  • AlphaCore Capital's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $485K in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.