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Carolinas Wealth Consulting’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-3,437
Closed -$38.5K – 617
2025
Q1 		$38.5K Buy
+3,437
New +$39.1K 0.01% 382
2023
Q3 		– Sell
-1,844
Closed -$20.4K – 1086
2023
Q2 		$20.4K Sell
1,844
-4,646
-72% -$50.8K ﹤0.01% 478
2023
Q1 		$72.4K Buy
6,490
+29
+0.4% +$324 0.02% 305
2022
Q4 		$73.5K Buy
6,461
+78
+1% +$851 0.02% 305
2022
Q3 		$68K Buy
6,383
+59
+0.9% +$709 0.02% 288
2022
Q2 		$75K Buy
6,324
+57
+0.9% +$694 0.02% 284
2022
Q1 		$83K Buy
6,267
+19
+0.3% +$265 0.02% 276
2021
Q4 		$97K Buy
6,248
+66
+1% +$1K 0.02% 267
2021
Q3 		$94K Buy
6,182
+49
+0.8% +$774 0.02% 253
2021
Q2 		$97K Buy
6,133
+49
+0.8% +$745 0.02% 264
2021
Q1 		$91K Buy
6,084
+34
+0.6% +$504 0.02% 268
2020
Q4 		$91K Buy
6,050
+66
+1% +$962 0.02% 244
2020
Q3 		$86K Buy
+5,984
New +$85.9K 0.03% 213

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MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Carolinas Wealth Consulting's NEA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2025, closing a stake of 3,437 shares — an estimated $38.5K sold.

Carolinas Wealth Consulting first reported a position in NEA in Q3 2020 and held it in 13 quarters. The position peaked at $97K in Q4 2021. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,437 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $38.5K.
  • Carolinas Wealth Consulting first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2020 and held it in 13 quarters.
  • Carolinas Wealth Consulting's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $97K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.