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

Briaud Financial Planning’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
Q3 		– Sell
-8,073
Closed -$88K – 235
2025
Q2 		$88K Hold
8,073
– – 0.03% 67
2025
Q1 		$90K Hold
8,073
– – 0.04% 56
2024
Q4 		$91K Hold
8,073
– – 0.04% 54
2024
Q3 		$96K Buy
+8,073
New +$93.8K 0.05% 43

Other funds holding NEA

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Briaud Financial Planning's NEA Position: Q3 2025 in Review

Briaud Financial Planning sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2025, closing a stake of 8,073 shares — an estimated $88K sold.

Briaud Financial Planning first reported a position in NEA in Q3 2024 and held it in 4 quarters. The position peaked at $96K in Q3 2024. 285 funds tracked by Wall St. Rank hold NEA as of Q3 2025.

  • Briaud Financial Planning reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 8,073 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $88K.
  • Briaud Financial Planning first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2024 and held it in 4 quarters.
  • Briaud Financial Planning's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $96K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.