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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 – 421
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 $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return