Cerity Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Cerity Partners’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	$512K	Sell	45,635 -11,640	-20%	-$135K	﹤0.01%	2272
2025 Q4	$666K	Buy	57,275 +10,439	+22%	+$120K	﹤0.01%	1925
2025 Q3	$533K	Buy	46,836 +6,999	+18%	+$77K	﹤0.01%	1933
2025 Q2	$435K	Buy	39,837 +3,000	+8%	+$32.5K	﹤0.01%	1943
2025 Q1	$413K	Buy	36,837 +12,058	+49%	+$137K	﹤0.01%	1872
2024 Q4	$280K	Buy	24,779 +10,538	+74%	+$123K	﹤0.01%	2068
2024 Q3	$170K	Sell	14,241 -5,105	-26%	-$59.3K	﹤0.01%	2355
2024 Q2	$222K	Hold	19,346	–	–	﹤0.01%	1979
2024 Q1	$215K	Hold	19,346	–	–	﹤0.01%	2074
2023 Q4	$212K	Buy	19,346 +984	+5%	+$10K	﹤0.01%	1688
2023 Q3	$179K	Sell	18,362 -19,346	-51%	-$203K	﹤0.01%	1293
2023 Q2	$413K	Buy	37,708 +17,574	+87%	+$192K	﹤0.01%	1264
2023 Q1	$223K	Buy	+20,134	New	+$225K	﹤0.01%	1662
2021 Q1	–	Sell	-14,049	Closed	-$212K	–	732
2020 Q4	$212K	Buy	+14,049	New	+$205K	0.01%	586

Other funds holding NEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners's NEA Position: Q1 2026 in Review

Cerity Partners reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 20% in Q1 2026, selling an estimated $135K and leaving 45,635 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Cerity Partners first reported a position in NEA in Q4 2020 and has held it in 14 quarters since. The position peaked at $666K in Q4 2025. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

Cerity Partners held 45,635 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $512K as of Q1 2026.
Cerity Partners sold 11,640 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $135K.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2272 holding.
Cerity Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and has held it in 14 quarters since.
Cerity Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $666K in Q4 2025.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.