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Capital Analysts LLC’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Capital Analysts LLC’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 		$19K Buy
1,624
+29
+2% +$333 ﹤0.01% 1173
2026
Q1 		$18K Buy
1,595
+18
+1% +$209 ﹤0.01% 1150
2025
Q4 		$18K Buy
1,577
+37
+2% +$426 ﹤0.01% 1128
2025
Q3 		$18K Buy
1,540
+31
+2% +$341 ﹤0.01% 1095
2025
Q2 		$16K Buy
1,509
+29
+2% +$314 ﹤0.01% 1065
2025
Q1 		$17K Buy
1,480
+19
+1% +$216 ﹤0.01% 1031
2024
Q4 		$16K Buy
1,461
+36
+3% +$419 ﹤0.01% 983
2024
Q3 		$17K Buy
1,425
+27
+2% +$314 ﹤0.01% 929
2024
Q2 		$16K Buy
1,398
+19
+1% +$208 ﹤0.01% 891
2024
Q1 		$15K Buy
1,379
+11
+0.8% +$121 ﹤0.01% 870
2023
Q4 		$15K Buy
1,368
+21
+2% +$214 ﹤0.01% 852
2023
Q3 		$13K Buy
1,347
+13
+1% +$137 ﹤0.01% 843
2023
Q2 		$15K Buy
1,334
+12
+0.9% +$131 ﹤0.01% 771
2023
Q1 		$15K Buy
1,322
+9
+0.7% +$100 ﹤0.01% 767
2022
Q4 		$15K Buy
1,313
+22
+2% +$240 ﹤0.01% 806
2022
Q3 		$14K Buy
1,291
+17
+1% +$204 ﹤0.01% 757
2022
Q2 		$15K Buy
1,274
+16
+1% +$195 ﹤0.01% 745
2022
Q1 		$17K Buy
1,258
+10
+0.8% +$139 ﹤0.01% 692
2021
Q4 		$19K Buy
1,248
+19
+2% +$289 ﹤0.01% 721
2021
Q3 		$19K Sell
1,229
-1,301
-51% -$20.6K ﹤0.01% 708
2021
Q2 		$40K Buy
2,530
+14
+0.6% +$213 ﹤0.01% 588
2021
Q1 		$37K Buy
2,516
+1,201
+91% +$17.8K ﹤0.01% 632
2020
Q4 		$20K Hold
1,315
– – ﹤0.01% 517
2020
Q3 		$19K Hold
1,315
– – ﹤0.01% 511
2020
Q2 		$18K Hold
1,315
– – ﹤0.01% 485
2020
Q1 		$18K Hold
1,315
– – ﹤0.01% 460
2019
Q4 		$19K Hold
1,315
– – ﹤0.01% 494
2019
Q3 		$18K Sell
1,315
-1,315
-50% -$18.6K ﹤0.01% 483
2019
Q2 		$36K Buy
2,630
+1,315
+100% +$17.7K ﹤0.01% 406
2019
Q1 		$17K Hold
1,315
– – ﹤0.01% 452
2018
Q4 		$16K Hold
1,315
– – ﹤0.01% 425
2018
Q3 		$17K Hold
1,315
– – ﹤0.01% 406
2018
Q2 		$17K Sell
1,315
-538
-29% -$6.95K ﹤0.01% 420
2018
Q1 		$24K Buy
+1,853
New +$24.4K ﹤0.01% 378

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

Capital Analysts LLC's NEA Position: Q2 2026 in Review

Capital Analysts LLC increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.8% in Q2 2026, buying an estimated $333 and bringing the position to 1,624 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Capital Analysts LLC first reported a position in NEA in Q1 2018 and has held it in 34 quarters since. The position peaked at $40K in Q2 2021. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Capital Analysts LLC held 1,624 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $19K as of Q2 2026.
  • Capital Analysts LLC bought 29 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $333.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1173 holding.
  • Capital Analysts LLC first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2018 and has held it in 34 quarters since.
  • Capital Analysts LLC's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $40K in Q2 2021.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.