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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
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 		$409 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return