BCWM
NEA icon

Bartlett & Co Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Bartlett & Co 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
Q1 		– Sell
-566
Closed -$6.58K – 1341
2025
Q4 		$6.58K Buy
+566
New +$6.51K ﹤0.01% 976
2024
Q2 		– Sell
-105
Closed -$1.17K – 1164
2024
Q1 		$1.17K Hold
105
– – ﹤0.01% 1066
2023
Q4 		$1.15K Hold
105
– – ﹤0.01% 1183
2023
Q3 		$1.02K Sell
105
-5,251
-98% -$55.1K ﹤0.01% 1111
2023
Q2 		$58.7K Buy
5,356
+3,900
+268% +$42.7K ﹤0.01% 637
2023
Q1 		$16.2K Hold
1,456
– – ﹤0.01% 748
2022
Q4 		$16.6K Hold
1,456
– – ﹤0.01% 752
2022
Q3 		$15.5K Hold
1,456
– – ﹤0.01% 748
2022
Q2 		$17.2K Hold
1,456
– – ﹤0.01% 760
2022
Q1 		$19.2K Buy
+1,456
New +$20.3K ﹤0.01% 736
2021
Q4 		– Sell
-1,456
Closed -$22.2K – 707
2021
Q3 		$22.2K Hold
1,456
– – ﹤0.01% 623
2021
Q2 		$22.9K Hold
1,456
– – ﹤0.01% 609
2021
Q1 		$21.7K Buy
1,456
+105
+8% +$1.56K ﹤0.01% 656
2020
Q4 		$20.4K Hold
1,351
– – ﹤0.01% 664
2020
Q3 		$19.4K Hold
1,351
– – ﹤0.01% 618
2020
Q2 		$18.9K Hold
1,351
– – ﹤0.01% 613
2020
Q1 		$18.4K Hold
1,351
– – ﹤0.01% 595
2019
Q4 		$19.4K Hold
1,351
– – ﹤0.01% 659
2019
Q3 		$19.5K Sell
1,351
-1,040
-43% -$14.7K ﹤0.01% 658
2019
Q2 		$33.1K Hold
2,391
– – ﹤0.01% 483
2019
Q1 		$32K Buy
2,391
+1,040
+77% +$13.5K ﹤0.01% 475
2018
Q4 		$16.6K Hold
1,351
– – ﹤0.01% 533
2018
Q3 		$17.2K Hold
1,351
– – ﹤0.01% 556
2018
Q2 		$17.6K Hold
1,351
– – ﹤0.01% 544
2018
Q1 		$17.6K Buy
+1,351
New +$17.8K ﹤0.01% 548

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bartlett & Co Wealth Management's NEA Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026, closing a stake of 566 shares — an estimated $6.58K sold.

Bartlett & Co Wealth Management first reported a position in NEA in Q1 2018 and held it in 25 quarters. The position peaked at $58.7K in Q2 2023. 301 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 566 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $6.58K.
  • Bartlett & Co Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2018 and held it in 25 quarters.
  • Bartlett & Co Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $58.7K in Q2 2023.
  • 301 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.