Cerity Partners
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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
Q2 		$549K Buy
46,722
+1,087
+2% +$12.5K ﹤0.01% 2369
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners's NEA Position: Q2 2026 in Review

Cerity Partners increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 2.4% in Q2 2026, buying an estimated $12.5K and bringing the position to 46,722 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

Cerity Partners first reported a position in NEA in Q4 2020 and has held it in 15 quarters since. The position peaked at $666K in Q4 2025. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Cerity Partners held 46,722 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $549K as of Q2 2026.
  • Cerity Partners bought 1,087 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $12.5K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2369 holding.
  • Cerity Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and has held it in 15 quarters since.
  • Cerity Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $666K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.