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Barry Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Barry Investment 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 		$161K Sell
13,597
-2,819
-17% -$32.4K 0.03% 100
2026
Q1 		$185K Hold
16,416
– – 0.04% 95
2025
Q4 		$191K Sell
16,416
-821
-5% -$9.45K 0.04% 97
2025
Q3 		$198K Sell
17,237
-9,981
-37% -$110K 0.05% 102
2025
Q2 		$323K Sell
27,218
-418,200
-94% -$4.53M 0.08% 79
2025
Q1 		$5.02M Sell
445,418
-10,539
-2% -$120K 1.33% 21
2024
Q4 		$5.14M Sell
455,957
-5,326
-1% -$61.9K 1.65% 19
2024
Q3 		$5.56M Sell
461,283
-8,123
-2% -$94.4K 1.7% 20
2024
Q2 		$5.41M Sell
469,406
-30,362
-6% -$332K 1.82% 20
2024
Q1 		$5.56M Sell
499,768
-30,241
-6% -$332K 1.85% 19
2023
Q4 		$5.83M Sell
530,009
-29,397
-5% -$300K 1.97% 17
2023
Q3 		$5.43M Buy
559,406
+18,469
+3% +$194K 1.96% 20
2023
Q2 		$5.93M Sell
540,937
-3,881
-0.7% -$42.4K 2% 19
2023
Q1 		$6.08M Buy
544,818
+20,279
+4% +$226K 1.99% 21
2022
Q4 		$5.96M Buy
524,539
+47,488
+10% +$518K 1.88% 23
2022
Q3 		$5.08M Buy
+477,051
New +$5.73M 1.74% 23

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barry Investment Advisors's NEA Position: Q2 2026 in Review

Barry Investment Advisors reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 17% in Q2 2026, selling an estimated $32.4K and leaving 13,597 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #100.

Barry Investment Advisors first reported a position in NEA in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.08M in Q1 2023. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Barry Investment Advisors held 13,597 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $161K as of Q2 2026.
  • Barry Investment Advisors sold 2,819 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $32.4K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.03% of Barry Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • Barry Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2022 and has held it in 16 quarters since.
  • Barry Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $6.08M in Q1 2023.
  • 294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.