Apeiron RIA’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Apeiron RIA’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 Q3	$149K	Buy	+14,808	New	+$164K	0.03%	134
2026 Q2	–	Sell	-14,808	Closed	-$166K	–	199
2026 Q1	$166K	Hold	14,808	–	–	0.04%	202
2025 Q4	$172K	Hold	14,808	–	–	0.03%	206
2025 Q3	$169K	Hold	14,808	–	–	0.04%	210
2025 Q2	$162K	Hold	14,808	–	–	0.04%	203
2025 Q1	$166K	Hold	14,808	–	–	0.05%	198
2024 Q4	$167K	Hold	14,808	–	–	0.05%	205
2024 Q3	$177K	Hold	14,808	–	–	0.05%	202
2024 Q2	$170K	Hold	14,808	–	–	0.05%	204
2024 Q1	$164K	Hold	14,808	–	–	0.05%	208
2023 Q4	$163K	Sell	14,808 -11,723	-44%	-$120K	0.05%	197
2023 Q3	$257K	Hold	26,531	–	–	0.09%	163
2023 Q2	$290K	Buy	26,531 +11,435	+76%	+$125K	0.1%	152
2023 Q1	$168K	Buy	15,096 +2	+0%	+$22	0.06%	191
2022 Q4	$172K	Buy	15,094 +3	+0%	+$33	0.07%	182
2022 Q3	$163K	Sell	15,091 -6,575	-30%	-$79K	0.08%	168
2022 Q2	$409K	Buy	21,666 +3,292	+18%	+$40.1K	0.11%	74
2022 Q1	$235K	Buy	18,374 +4	+0%	+$56	0.11%	134
2021 Q4	$287K	Buy	+18,370	New	+$280K	0.12%	123

Other funds holding NEA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Apeiron RIA's NEA Position: Q3 2026 in Review

Apeiron RIA opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2026: 14,808 shares worth $149K. The stake represents 0.03% of the portfolio and ranks #134 among its holdings. This is a return to the name: Apeiron RIA previously reported a position in NEA as recently as Q1 2026.

Apeiron RIA first reported a position in NEA in Q4 2021 and has held it in 19 quarters since. The position peaked at $409K in Q2 2022. 249 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

Apeiron RIA held 14,808 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $149K as of Q3 2026.
Nuveen AMT-Free Quality Municipal Income Fund was a new Apeiron RIA position in Q3 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.03% of Apeiron RIA's portfolio in Q3 2026, its #134 holding.
Apeiron RIA first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and has held it in 19 quarters since.
Apeiron RIA's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $409K in Q2 2022.
249 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.