CIBC Private Wealth Group
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CIBC Private Wealth Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

CIBC Private Wealth Group’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
Q4 		$171K Buy
14,691
+4,157
+39% +$47.8K ﹤0.01% 1270
2025
Q3 		$120K Sell
10,534
-3,351
-24% -$36.9K ﹤0.01% 1416
2025
Q2 		$152K Sell
13,885
-1,015
-7% -$11K ﹤0.01% 1232
2025
Q1 		$153K Sell
14,900
-202
-1% -$2.3K ﹤0.01% 1175
2024
Q4 		$171K Buy
15,102
+202
+1% +$2.35K ﹤0.01% 1218
2024
Q3 		$178K Sell
14,900
-10,041
-40% -$117K ﹤0.01% 1239
2024
Q2 		$285K Buy
24,941
+9,142
+58% +$100K ﹤0.01% 968
2024
Q1 		$173K Buy
15,799
+2,448
+18% +$26.9K ﹤0.01% 1183
2023
Q4 		$147K Buy
+13,351
New +$136K ﹤0.01% 1088
2023
Q2 		– Sell
-34,643
Closed -$127K – 903
2023
Q1 		$127K Sell
34,643
-148,612
-81% -$1.66M ﹤0.01% 856
2022
Q4 		$2.08M Sell
183,255
-30,825
-14% -$336K 0.01% 422
2022
Q3 		$2.27M Buy
214,080
+11,160
+5% +$134K 0.01% 463
2022
Q2 		$2.38M Sell
202,920
-15,233
-7% -$186K 0.01% 463
2022
Q1 		$2.87M Buy
218,153
+14,788
+7% +$206K 0.01% 468
2021
Q4 		$3.17M Buy
203,365
+2,957
+1% +$45K 0.01% 453
2021
Q3 		$3.04M Buy
200,408
+13,342
+7% +$211K 0.01% 447
2021
Q2 		$2.94M Sell
187,066
-1,859
-1% -$28.3K 0.01% 471
2021
Q1 		$2.8M Buy
188,925
+15,416
+9% +$228K 0.01% 484
2020
Q4 		$2.62M Buy
173,509
+14,579
+9% +$213K 0.01% 461
2020
Q3 		$2.28M Buy
158,930
+52,514
+49% +$754K 0.01% 442
2020
Q2 		$1.48M Buy
106,416
+929
+0.9% +$12.6K 0.01% 416
2020
Q1 		$1.43M Buy
105,487
+9,442
+10% +$134K 0.01% 462
2019
Q4 		$1.38M Buy
96,045
+12,749
+15% +$181K ﹤0.01% 524
2019
Q3 		$1.19M Buy
83,296
+6,682
+9% +$94.7K ﹤0.01% 542
2019
Q2 		$1.06M Buy
76,614
+2,227
+3% +$29.9K ﹤0.01% 568
2019
Q1 		$994K Sell
74,387
-6,784
-8% -$88.2K ﹤0.01% 589
2018
Q4 		$999K Buy
+81,171
New +$996K ﹤0.01% 566

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CIBC Private Wealth Group's NEA Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 39% in Q4 2025, buying an estimated $47.8K and bringing the position to 14,691 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

CIBC Private Wealth Group first reported a position in NEA in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.17M in Q4 2021. 292 funds tracked by Wall St. Rank hold NEA as of Q4 2025.

  • CIBC Private Wealth Group held 14,691 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $171K as of Q4 2025.
  • CIBC Private Wealth Group bought 4,157 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $47.8K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1270 holding.
  • CIBC Private Wealth Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and has held it in 27 quarters since.
  • CIBC Private Wealth Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $3.17M in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.