Broyhill Asset Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Broyhill Asset 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 Q2	$599K	Sell	51,042 -15,975	-24%	-$184K	0.53%	44
2026 Q1	$753K	Sell	67,017 -25,246	-27%	-$294K	0.7%	33
2025 Q4	$1.07M	Sell	92,263 -1,486	-2%	-$17.1K	0.95%	29
2025 Q3	$1.07M	Sell	93,749 -5,536	-6%	-$60.9K	0.94%	34
2025 Q2	$1.08M	Sell	99,285 -134,740	-58%	-$1.46M	0.99%	32
2025 Q1	$2.62M	Buy	234,025 +443	+0.2%	+$5.05K	2.13%	16
2024 Q4	$2.63M	Buy	+233,582	New	+$2.72M	2.32%	16

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Broyhill Asset Management's NEA Position: Q2 2026 in Review

Broyhill Asset Management reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 24% in Q2 2026, selling an estimated $184K and leaving 51,042 shares worth $599K. The position accounts for 0.53% of the portfolio, ranked #44.

Broyhill Asset Management first reported a position in NEA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.63M in Q4 2024. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Broyhill Asset Management held 51,042 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $599K as of Q2 2026.
Broyhill Asset Management sold 15,975 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $184K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.53% of Broyhill Asset Management's portfolio in Q2 2026, its #44 holding.
Broyhill Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
Broyhill Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.63M in Q4 2024.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.