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BOK Financial’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

BOK Financial’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
-7,000
Closed -$78.4K – 1270
2025
Q1 		$78.4K Sell
7,000
-14,500
-67% -$165K ﹤0.01% 781
2024
Q4 		$242K Hold
21,500
– – ﹤0.01% 676
2024
Q3 		$259K Sell
21,500
-7,500
-26% -$87.2K ﹤0.01% 671
2024
Q2 		$332K Hold
29,000
– – 0.01% 675
2024
Q1 		$318K Sell
29,000
-10,000
-26% -$110K 0.01% 627
2023
Q4 		$429K Hold
39,000
– – 0.01% 572
2023
Q3 		$369K Sell
39,000
-8,073
-17% -$84.8K 0.01% 573
2023
Q2 		$515K Hold
47,073
– – 0.01% 551
2023
Q1 		$523K Sell
47,073
-16,400
-26% -$183K 0.01% 558
2022
Q4 		$722K Buy
63,473
+400
+0.6% +$4.36K 0.01% 598
2022
Q3 		$669K Buy
63,073
+8,073
+15% +$97K 0.01% 595
2022
Q2 		$646K Sell
55,000
-10,600
-16% -$129K 0.01% 631
2022
Q1 		$862K Buy
65,600
+6,200
+10% +$86.4K 0.01% 617
2021
Q4 		$927K Buy
59,400
+1,450
+3% +$22.1K 0.01% 596
2021
Q3 		$880K Buy
+57,950
New +$916K 0.02% 603
2021
Q1 		$541K Buy
36,500
+2,000
+6% +$29.6K 0.01% 671
2020
Q4 		$521K Buy
34,500
+8,000
+30% +$117K 0.01% 658
2020
Q3 		$380K Hold
26,500
– – 0.01% 680
2020
Q2 		$368K Sell
26,500
-38
-0.1% -$514 0.01% 700
2020
Q1 		$359K Buy
26,538
+7,500
+39% +$107K 0.01% 653
2019
Q4 		$274K Buy
+19,038
New +$270K 0.01% 814

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BOK Financial's NEA Position: Q2 2025 in Review

BOK Financial sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2025, closing a stake of 7,000 shares — an estimated $78.4K sold.

BOK Financial first reported a position in NEA in Q4 2019 and held it in 21 quarters. The position peaked at $927K in Q4 2021. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

  • BOK Financial reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 7,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $78.4K.
  • BOK Financial first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 21 quarters.
  • BOK Financial's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $927K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.