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Barrett & Company’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Barrett & Company’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
2025
Q2 		– Sell
-67
Closed -$750 – 650
2025
Q1 		$750 Sell
67
-271
-80% -$3.09K ﹤0.01% 592
2024
Q4 		$3.81K Buy
+338
New +$3.93K ﹤0.01% 523
2024
Q3 		– Sell
-338
Closed -$3.87K – 594
2024
Q2 		$3.87K Hold
338
– – ﹤0.01% 505
2024
Q1 		$3.74K Hold
338
– – ﹤0.01% 514
2023
Q4 		$3.72K Hold
338
– – ﹤0.01% 495
2023
Q3 		$3.27K Hold
338
– – ﹤0.01% 512
2023
Q2 		$3.69K Hold
338
– – ﹤0.01% 493
2023
Q1 		$3.76K Hold
338
– – ﹤0.01% 467
2022
Q4 		$3.84K Hold
338
– – ﹤0.01% 469
2022
Q3 		$3.84K Buy
+338
New +$4.06K ﹤0.01% 469

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return