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

Byrne Financial Freedom’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	$7.37M	Sell	628,111 -13,951	-2%	-$160K	2.88%	9
2026 Q1	$7.21M	Sell	642,062 -6,755	-1%	-$78.6K	3.45%	10
2025 Q4	$7.55M	Sell	648,817 -413	-0.1%	-$4.75K	3.46%	7
2025 Q3	$7.39M	Sell	649,230 -35,536	-5%	-$391K	3.68%	7
2025 Q2	$7.48M	Sell	684,766 -1,308	-0.2%	-$14.2K	3.74%	6
2025 Q1	$7.68M	Buy	686,074 +41,640	+6%	+$474K	4.37%	5
2024 Q4	$7.27M	Buy	+644,434	New	+$7.5M	3.23%	9

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

Byrne Financial Freedom's NEA Position: Q2 2026 in Review

Byrne Financial Freedom reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 2.2% in Q2 2026, selling an estimated $160K and leaving 628,111 shares worth $7.37M. The position accounts for 2.88% of the portfolio, ranked #9.

Byrne Financial Freedom first reported a position in NEA in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.68M in Q1 2025. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Byrne Financial Freedom held 628,111 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $7.37M as of Q2 2026.
Byrne Financial Freedom sold 13,951 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $160K.
Nuveen AMT-Free Quality Municipal Income Fund made up 2.88% of Byrne Financial Freedom's portfolio in Q2 2026, its #9 holding.
Byrne Financial Freedom first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
Byrne Financial Freedom's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $7.68M in Q1 2025.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Byrne Financial Freedom's 13F filing for Q2 2026, filed 30 Jul 2026.