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Basepoint Wealth’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Basepoint Wealth’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 		$26.7K Buy
2,272
+40
+2% +$460 0.02% 287
2026
Q1 		$25.1K Buy
2,232
+27
+1% +$314 0.01% 295
2025
Q4 		$25.7K Buy
+2,205
New +$25.4K 0.02% 285

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

Basepoint Wealth's NEA Position: Q2 2026 in Review

Basepoint Wealth increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.8% in Q2 2026, buying an estimated $460 and bringing the position to 2,272 shares worth $26.7K. The position accounts for 0.02% of the portfolio, ranked #287.

Basepoint Wealth first reported a position in NEA in Q4 2025 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Basepoint Wealth held 2,272 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $26.7K as of Q2 2026.
  • Basepoint Wealth bought 40 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $460.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of Basepoint Wealth's portfolio in Q2 2026, its #287 holding.
  • Basepoint Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.