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Camelot Portfolios’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Camelot Portfolios’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
Q1 		– Sell
-8,027
Closed -$93.4K – 413
2025
Q4 		$93.4K Sell
8,027
-2,627
-25% -$30.2K 0.06% 251
2025
Q3 		$121K Sell
10,654
-4,739
-31% -$52.1K 0.07% 199
2025
Q2 		$168K Buy
15,393
+1,114
+8% +$12.1K 0.1% 192
2025
Q1 		$160K Buy
14,279
+1,898
+15% +$21.6K 0.1% 193
2024
Q4 		$140K Sell
12,381
-195
-2% -$2.27K 0.15% 124
2024
Q3 		$151K Sell
12,576
-9,571
-43% -$111K 0.15% 127
2024
Q2 		$254K Buy
22,147
+7,083
+47% +$77.5K 0.14% 151
2024
Q1 		$167K Sell
15,064
-9,445
-39% -$104K 0.16% 122
2023
Q4 		$270K Buy
24,509
+7,681
+46% +$78.4K 0.16% 144
2023
Q3 		$163K Sell
16,828
-7,215
-30% -$75.8K 0.16% 123
2023
Q2 		$263K Sell
24,043
-816
-3% -$8.93K 0.16% 150
2023
Q1 		$276K Buy
24,859
+2,531
+11% +$28.3K 0.19% 135
2022
Q4 		$254K Buy
+22,328
New +$244K 0.19% 142

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Camelot Portfolios's NEA Position: Q1 2026 in Review

Camelot Portfolios sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026, closing a stake of 8,027 shares — an estimated $93.4K sold.

Camelot Portfolios first reported a position in NEA in Q4 2022 and held it in 13 quarters. The position peaked at $276K in Q1 2023. 301 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

  • Camelot Portfolios reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 8,027 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $93.4K.
  • Camelot Portfolios first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 13 quarters.
  • Camelot Portfolios's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $276K in Q1 2023.
  • 301 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.