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

Bar Harbor 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	$208K	Hold	17,711	–	–	0.01%	257
2026 Q1	$199K	Hold	17,711	–	–	0.01%	257
2025 Q4	$206K	Hold	17,711	–	–	0.01%	248
2025 Q3	$202K	Hold	17,711	–	–	0.01%	250
2025 Q2	$193K	Hold	17,711	–	–	0.01%	247
2025 Q1	$198K	Hold	17,711	–	–	0.01%	246
2024 Q4	$200K	Hold	17,711	–	–	0.01%	247
2024 Q3	$212K	Hold	17,711	–	–	0.01%	255
2024 Q2	$203K	Hold	17,711	–	–	0.01%	249
2024 Q1	$196K	Hold	17,711	–	–	0.01%	250
2023 Q4	$195K	Hold	17,711	–	–	0.01%	243
2023 Q3	$171K	Hold	17,711	–	–	0.01%	238
2023 Q2	$194K	Hold	17,711	–	–	0.01%	245
2023 Q1	$197K	Hold	17,711	–	–	0.02%	234
2022 Q4	$201K	Hold	17,711	–	–	0.02%	239
2022 Q3	$188K	Hold	17,711	–	–	0.02%	241
2022 Q2	$208K	Hold	17,711	–	–	0.02%	251
2022 Q1	$233K	Buy	17,711 +2,650	+18%	+$36.9K	0.02%	217
2021 Q4	$235K	Sell	15,061 -1,399	-8%	-$21.3K	0.02%	216
2021 Q3	$250K	Hold	16,460	–	–	0.02%	213
2021 Q2	$258K	Hold	16,460	–	–	0.02%	216
2021 Q1	$244K	Buy	16,460 +2,500	+18%	+$37K	0.02%	223
2020 Q4	$211K	Hold	13,960	–	–	0.02%	231
2020 Q3	$200K	Hold	13,960	–	–	0.02%	226
2020 Q2	$194K	Hold	13,960	–	–	0.02%	223
2020 Q1	$189K	Hold	13,960	–	–	0.03%	229
2019 Q4	$201K	Hold	13,960	–	–	0.02%	282
2019 Q3	$200K	Hold	13,960	–	–	0.02%	294
2019 Q2	$193K	Hold	13,960	–	–	0.02%	302
2019 Q1	$187K	Hold	13,960	–	–	0.02%	286
2018 Q4	$172K	Hold	13,960	–	–	0.02%	272
2018 Q3	$177K	Hold	13,960	–	–	0.02%	302
2018 Q2	$181K	Hold	13,960	–	–	0.02%	306
2018 Q1	$181K	Hold	13,960	–	–	0.02%	298
2017 Q4	$192K	Buy	+13,960	New	+$192K	0.02%	302

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

Bar Harbor Wealth Management's NEA Position: Q2 2026 in Review

Bar Harbor Wealth Management held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 17,711 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #257.

Bar Harbor Wealth Management first reported a position in NEA in Q4 2017 and has held it in 35 quarters since. The position peaked at $258K in Q2 2021. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Bar Harbor Wealth Management held 17,711 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $208K as of Q2 2026.
Bar Harbor Wealth Management left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #257 holding.
Bar Harbor Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2017 and has held it in 35 quarters since.
Bar Harbor Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $258K in Q2 2021.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.