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

BWM 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
Q4 		– Sell
-13,154
Closed -$150K – 97
2025
Q3 		$150K Buy
+13,154
New +$145K 0.04% 88

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GC
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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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BWM Planning's NEA Position: Q4 2025 in Review

BWM Planning sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2025, closing a stake of 13,154 shares — an estimated $150K sold.

BWM Planning first reported a position in NEA in Q3 2025 and held it in 1 quarter. The position peaked at $150K in Q3 2025. 292 funds tracked by Wall St. Rank hold NEA as of Q4 2025.

  • BWM Planning reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • BWM Planning sold 13,154 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $150K.
  • BWM Planning first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2025 and held it in 1 quarter.
  • BWM Planning's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $150K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on BWM Planning's 13F filing for Q4 2025, filed 14 Jan 2026.