Annis Gardner Whiting Capital Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-1,131	Closed	-$12.7K	–	926
2026 Q1	$12.7K	Buy	+1,131	New	+$13.2K	﹤0.01%	829
2025 Q4	–	Sell	-1,131	Closed	-$12.9K	–	1307
2025 Q3	$12.9K	Hold	1,131	–	–	﹤0.01%	663
2025 Q2	$12.4K	Hold	1,131	–	–	﹤0.01%	663
2025 Q1	$12.7K	Hold	1,131	–	–	0.01%	518
2024 Q4	$12.8K	Hold	1,131	–	–	﹤0.01%	501
2024 Q3	$13.5K	Buy	+1,131	New	+$13.1K	﹤0.01%	513

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

Annis Gardner Whiting Capital Advisors's NEA Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026, closing a stake of 1,131 shares — an estimated $12.7K sold.

Annis Gardner Whiting Capital Advisors first reported a position in NEA in Q3 2024 and held it in 6 quarters. The position peaked at $13.5K in Q3 2024. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,131 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $12.7K.
Annis Gardner Whiting Capital Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2024 and held it in 6 quarters.
Annis Gardner Whiting Capital Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $13.5K in Q3 2024.
297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.