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Capital Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Capital Investment Advisors’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 		$3.63M Sell
323,491
-16,008
-5% -$186K 0.05% 171
2025
Q4 		$3.95M Sell
339,499
-36,050
-10% -$415K 0.06% 167
2025
Q3 		$4.28M Sell
375,549
-6,241
-2% -$68.6K 0.07% 158
2025
Q2 		$4.17M Sell
381,790
-11,111
-3% -$120K 0.07% 155
2025
Q1 		$4.4M Buy
392,901
+1,975
+0.5% +$22.5K 0.09% 146
2024
Q4 		$4.41M Sell
390,926
-4,374
-1% -$50.9K 0.09% 143
2024
Q3 		$4.73M Sell
395,300
-6,671
-2% -$77.5K 0.1% 141
2024
Q2 		$4.61M Sell
401,971
-12,914
-3% -$141K 0.1% 136
2024
Q1 		$4.59M Sell
414,885
-6,337
-2% -$69.5K 0.11% 137
2023
Q4 		$4.63M Sell
421,222
-21,748
-5% -$222K 0.12% 132
2023
Q3 		$4.29M Buy
442,970
+5,902
+1% +$62K 0.12% 131
2023
Q2 		$4.78M Buy
437,068
+204
+0% +$2.23K 0.15% 109
2023
Q1 		$4.86M Buy
436,864
+16,126
+4% +$180K 0.14% 118
2022
Q4 		$4.78M Buy
420,738
+40,651
+11% +$443K 0.14% 124
2022
Q3 		$4.03M Buy
380,087
+10,102
+3% +$121K 0.14% 123
2022
Q2 		$4.35M Buy
369,985
+8,957
+2% +$109K 0.14% 121
2022
Q1 		$4.74M Buy
361,028
+61,631
+21% +$859K 0.14% 121
2021
Q4 		$4.67M Sell
299,397
-1,357
-0.5% -$20.6K 0.14% 118
2021
Q3 		$4.57M Buy
300,754
+4,294
+1% +$67.9K 0.15% 118
2021
Q2 		$4.65M Buy
296,460
+291
+0.1% +$4.43K 0.16% 116
2021
Q1 		$4.39M Buy
296,169
+2,581
+0.9% +$38.2K 0.17% 112
2020
Q4 		$4.43M Buy
293,588
+75,352
+35% +$1.1M 0.19% 99
2020
Q3 		$3.13M Buy
218,236
+10,792
+5% +$155K 0.15% 107
2020
Q2 		$2.88M Sell
207,444
-533
-0.3% -$7.2K 0.15% 111
2020
Q1 		$2.82M Sell
207,977
-3,076
-1% -$43.8K 0.18% 108
2019
Q4 		$3.04M Sell
211,053
-1,512
-0.7% -$21.5K 0.15% 120
2019
Q3 		$3.04M Buy
212,565
+101
+0% +$1.43K 0.16% 120
2019
Q2 		$2.93M Sell
212,464
-1,021
-0.5% -$13.7K 0.16% 116
2019
Q1 		$2.85M Buy
213,485
+65,617
+44% +$853K 0.17% 115
2018
Q4 		$1.82M Sell
147,868
-1,954
-1% -$24K 0.12% 140
2018
Q3 		$1.9M Buy
149,822
+5,942
+4% +$76.9K 0.11% 146
2018
Q2 		$1.87M Sell
143,880
-7,329
-5% -$94.7K 0.12% 145
2018
Q1 		$1.97M Buy
151,209
+2,425
+2% +$32K 0.13% 141
2017
Q4 		$2.05M Sell
148,784
-1,266
-0.8% -$17.4K 0.13% 142
2017
Q3 		$2.08M Sell
150,050
-2,588
-2% -$35.9K 0.14% 137
2017
Q2 		$2.09M Sell
152,638
-115
-0.1% -$1.56K 0.15% 134
2017
Q1 		$2.04M Sell
152,753
-2,362
-2% -$31.4K 0.15% 134
2016
Q4 		$2.07M Sell
155,115
-19,280
-11% -$261K 0.17% 122
2016
Q3 		$2.55M Buy
+174,395
New +$2.6M 0.22% 100

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B 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 $530B 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 $666B 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 $377B 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 $570B AUM 27.57% 1-Year Est. Return

Capital Investment Advisors's NEA Position: Q1 2026 in Review

Capital Investment Advisors reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 4.7% in Q1 2026, selling an estimated $186K and leaving 323,491 shares worth $3.63M. The position accounts for 0.05% of the portfolio, ranked #171.

Capital Investment Advisors first reported a position in NEA in Q3 2016 and has held it in 39 quarters since. The position peaked at $4.86M in Q1 2023. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

  • Capital Investment Advisors held 323,491 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $3.63M as of Q1 2026.
  • Capital Investment Advisors sold 16,008 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $186K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.05% of Capital Investment Advisors's portfolio in Q1 2026, its #171 holding.
  • Capital Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2016 and has held it in 39 quarters since.
  • Capital Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $4.86M in Q1 2023.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.