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

Capital Investment Advisory Services’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 		– Sell
-12,012
Closed -$135K – 1322
2026
Q1 		$135K Buy
12,012
+48
+0.4% +$558 0.01% 688
2025
Q4 		$139K Buy
11,964
+95
+0.8% +$1.09K 0.01% 654
2025
Q3 		$135K Sell
11,869
-12,326
-51% -$136K 0.01% 632
2025
Q2 		$264K Buy
24,195
+12,471
+106% +$135K 0.02% 487
2025
Q1 		$131K Buy
+11,724
New +$134K 0.01% 580
2024
Q3 		– Sell
-10,399
Closed -$119K – 996
2024
Q2 		$119K Buy
10,399
+149
+1% +$1.63K 0.01% 543
2024
Q1 		$113K Sell
10,250
-24,067
-70% -$264K 0.01% 546
2023
Q4 		$377K Buy
34,317
+2,890
+9% +$29.5K 0.03% 358
2023
Q3 		$304K Buy
31,427
+335
+1% +$3.52K 0.03% 380
2023
Q2 		$340K Buy
31,092
+33
+0.1% +$361 0.03% 343
2023
Q1 		$345K Sell
31,059
-664
-2% -$7.41K 0.04% 333
2022
Q4 		$361K Sell
31,723
-1,288
-4% -$14K 0.04% 333
2022
Q3 		$350K Buy
33,011
+43
+0.1% +$517 0.05% 320
2022
Q2 		$387K Buy
32,968
+42
+0.1% +$512 0.05% 310
2022
Q1 		$433K Buy
32,926
+36
+0.1% +$502 0.05% 315
2021
Q4 		$513K Sell
32,890
-717
-2% -$10.9K 0.06% 272
2021
Q3 		$510K Buy
33,607
+44
+0.1% +$695 0.06% 263
2021
Q2 		$527K Sell
33,563
-1,602
-5% -$24.4K 0.07% 265
2021
Q1 		$521K Sell
35,165
-719
-2% -$10.7K 0.07% 240
2020
Q4 		$542K Buy
35,884
+11,192
+45% +$163K 0.08% 234
2020
Q3 		$354K Buy
+24,692
New +$354K 0.07% 252
2020
Q2 		– Sell
-11,500
Closed -$156K – 603
2020
Q1 		$156K Buy
+11,500
New +$164K 0.04% 308

Other funds holding NEA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Capital Investment Advisory Services's NEA Position: Q2 2026 in Review

Capital Investment Advisory Services sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026, closing a stake of 12,012 shares — an estimated $135K sold.

Capital Investment Advisory Services first reported a position in NEA in Q1 2020 and held it in 22 quarters. The position peaked at $542K in Q4 2020. 89 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Capital Investment Advisory Services reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Advisory Services sold 12,012 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $135K.
  • Capital Investment Advisory Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2020 and held it in 22 quarters.
  • Capital Investment Advisory Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $542K in Q4 2020.
  • 89 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.