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Caitlin John’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Caitlin John’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 		$158K Sell
13,500
-2,500
-16% -$28.7K 0.09% 218
2026
Q1 		$180K Sell
16,000
-10,600
-40% -$123K 0.11% 173
2025
Q4 		$309K Sell
26,600
-4,200
-14% -$48.3K 0.2% 128
2025
Q3 		$351K Buy
30,800
+17,350
+129% +$191K 0.24% 94
2025
Q2 		$147K Buy
+13,450
New +$146K 0.13% 125

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caitlin John's NEA Position: Q2 2026 in Review

Caitlin John reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 16% in Q2 2026, selling an estimated $28.7K and leaving 13,500 shares worth $158K. The position accounts for 0.09% of the portfolio, ranked #218.

Caitlin John first reported a position in NEA in Q2 2025 and has held it in 5 quarters since. The position peaked at $351K in Q3 2025. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Caitlin John held 13,500 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $158K as of Q2 2026.
  • Caitlin John sold 2,500 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $28.7K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.09% of Caitlin John's portfolio in Q2 2026, its #218 holding.
  • Caitlin John first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Caitlin John's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $351K in Q3 2025.
  • 294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.