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Clean Yield Group’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Clean Yield Group’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$92.1K Hold
6,428
– – 0.03% 186
2025
Q4 		$92K Hold
6,428
– – 0.03% 180
2025
Q3 		$91.1K Hold
6,428
– – 0.03% 181
2025
Q2 		$87.9K Hold
6,428
– – 0.03% 182
2025
Q1 		$88.3K Hold
6,428
– – 0.03% 183
2024
Q4 		$87.3K Hold
6,428
– – 0.03% 189
2024
Q3 		$91.4K Hold
6,428
– – 0.03% 186
2024
Q2 		$89.2K Hold
6,428
– – 0.03% 176
2024
Q1 		$86.8K Hold
6,428
– – 0.03% 186
2023
Q4 		$87.6K Hold
6,428
– – 0.04% 187
2023
Q3 		$83.8K Hold
6,428
– – 0.04% 185
2023
Q2 		$88.3K Hold
6,428
– – 0.04% 189
2023
Q1 		$88.5K Hold
6,428
– – 0.04% 189
2022
Q4 		$87.5K Buy
6,428
+38
+0.6% +$510 0.04% 186
2022
Q3 		$84K Buy
6,390
+52
+0.8% +$732 0.04% 188
2022
Q2 		$90K Buy
6,338
+51
+0.8% +$722 0.04% 192
2022
Q1 		$93K Buy
6,287
+116
+2% +$1.81K 0.03% 201
2021
Q4 		$102K Buy
6,171
+42
+0.7% +$702 0.03% 215
2021
Q3 		$104K Buy
6,129
+42
+0.7% +$721 0.03% 209
2021
Q2 		$105K Buy
+6,087
New +$103K 0.04% 195
2021
Q1 		– Sell
-6,045
Closed -$99K – 302
2020
Q4 		$99K Hold
6,045
– – 0.04% 189
2020
Q3 		$97K Hold
6,045
– – 0.04% 174
2020
Q2 		$95K Hold
6,045
– – 0.04% 168
2020
Q1 		$95K Hold
6,045
– – 0.05% 155
2019
Q4 		$98K Buy
+6,045
New +$101K 0.03% 183

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clean Yield Group's NUW Position: Q1 2026 in Review

Clean Yield Group held its Nuveen AMT-Free Municipal Value Fund (NUW) position steady in Q1 2026 at 6,428 shares worth $92.1K. The position accounts for 0.03% of the portfolio, ranked #186.

Clean Yield Group first reported a position in NUW in Q4 2019 and has held it in 25 quarters since. The position peaked at $105K in Q2 2021. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

  • Clean Yield Group held 6,428 shares of Nuveen AMT-Free Municipal Value Fund worth $92.1K as of Q1 2026.
  • Clean Yield Group left its Nuveen AMT-Free Municipal Value Fund share count unchanged in Q1 2026.
  • Nuveen AMT-Free Municipal Value Fund made up 0.03% of Clean Yield Group's portfolio in Q1 2026, its #186 holding.
  • Clean Yield Group first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2019 and has held it in 25 quarters since.
  • Clean Yield Group's Nuveen AMT-Free Municipal Value Fund position peaked at $105K in Q2 2021.
  • 66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.