Citizens National Bank Trust Department’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Citizens National Bank Trust Department’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	$131K	Sell	11,200 -2,500	-18%	-$28.7K	0.02%	208
2026 Q1	$154K	Hold	13,700	–	–	0.03%	196
2025 Q4	$159K	Buy	13,700 +1,300	+10%	+$15K	0.03%	183
2025 Q3	$141K	Buy	12,400 +3,200	+35%	+$35.2K	0.03%	192
2025 Q2	$100K	Buy	9,200 +500	+6%	+$5.42K	0.02%	200
2025 Q1	$97.4K	Hold	8,700	–	–	0.02%	200
2024 Q4	$98.1K	Hold	8,700	–	–	0.02%	191
2024 Q3	$104K	Sell	8,700 -8,000	-48%	-$93K	0.02%	186
2024 Q2	$191K	Buy	16,700 +3,200	+24%	+$35K	0.04%	165
2024 Q1	$149K	Sell	13,500 -3,000	-18%	-$32.9K	0.03%	174
2023 Q4	$182K	Sell	16,500 -9,000	-35%	-$91.9K	0.05%	158
2023 Q3	$247K	Sell	25,500 -2,000	-7%	-$21K	0.07%	145
2023 Q2	$301K	Sell	27,500 -1,500	-5%	-$16.4K	0.08%	138
2023 Q1	$322K	Sell	29,000 -4,000	-12%	-$44.7K	0.09%	133
2022 Q4	$375K	Hold	33,000	–	–	0.11%	126
2022 Q3	$350K	Buy	33,000 +1,000	+3%	+$12K	0.11%	127
2022 Q2	$376K	Buy	32,000 +8,000	+33%	+$97.5K	0.11%	128
2022 Q1	$299K	Buy	+24,000	New	+$334K	0.12%	124

Other funds holding NEA

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

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

Citizens National Bank Trust Department's NEA Position: Q2 2026 in Review

Citizens National Bank Trust Department reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 18% in Q2 2026, selling an estimated $28.7K and leaving 11,200 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #208.

Citizens National Bank Trust Department first reported a position in NEA in Q1 2022 and has held it in 18 quarters since. The position peaked at $376K in Q2 2022. 187 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Citizens National Bank Trust Department held 11,200 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $131K as of Q2 2026.
Citizens National Bank Trust Department sold 2,500 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $28.7K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #208 holding.
Citizens National Bank Trust Department first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2022 and has held it in 18 quarters since.
Citizens National Bank Trust Department's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $376K in Q2 2022.
187 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.