Cary Street Partners Investment Advisory’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Cary Street Partners Investment Advisory’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	$124K	Buy	+10,563	New	+$121K	0.03%	468
2023 Q4	–	Sell	-3,481	Closed	-$33.7K	–	1389
2023 Q3	$33.7K	Hold	3,481	–	–	﹤0.01%	971
2023 Q2	$38K	Hold	3,481	–	–	﹤0.01%	885
2023 Q1	$38.7K	Hold	3,481	–	–	﹤0.01%	809
2022 Q4	$39.6K	Buy	+3,481	New	+$38K	﹤0.01%	802
2022 Q3	–	Sell	-9,119	Closed	-$107K	–	542
2022 Q2	$107K	Buy	+9,119	New	+$111K	0.01%	502

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HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MPW

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CPC

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EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return

Cary Street Partners Investment Advisory's NEA Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026: 10,563 shares worth $124K. The stake represents 0.03% of the portfolio and ranks #468 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in NEA as recently as Q3 2023.

Cary Street Partners Investment Advisory first reported a position in NEA in Q2 2022 and has held it in 6 quarters since. 207 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Cary Street Partners Investment Advisory held 10,563 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $124K as of Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund was a new Cary Street Partners Investment Advisory position in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #468 holding.
Cary Street Partners Investment Advisory first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2022 and has held it in 6 quarters since.
207 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.