Clear Creek Financial Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Clear Creek Financial Management’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	$444K	Sell	37,787 -204	-0.5%	-$2.34K	0.03%	438
2026 Q1	$427K	Buy	37,991 +19,669	+107%	+$229K	0.03%	428
2025 Q4	$213K	Buy	18,322 +6,494	+55%	+$74.7K	0.02%	549
2025 Q3	$135K	Buy	+11,828	New	+$130K	0.01%	554
2024 Q3	–	Sell	-10,121	Closed	-$116K	–	474
2024 Q2	$116K	Sell	10,121 -981	-9%	-$10.7K	0.01%	437
2024 Q1	$123K	Buy	11,102 +2	+0%	+$22	0.02%	412
2023 Q4	$122K	Sell	11,100 -14	-0.1%	-$143	0.02%	333
2023 Q3	$108K	Buy	11,114 +1	+0%	+$11	0.02%	315
2023 Q2	$121K	Buy	11,113 +15	+0.1%	+$164	0.02%	316
2023 Q1	$123K	Hold	11,098	–	–	0.02%	293
2022 Q4	$126K	Hold	11,098	–	–	0.03%	285
2022 Q3	$118K	Buy	+11,098	New	+$133K	0.03%	272
2022 Q1	–	Sell	-15,273	Closed	-$238K	–	363
2021 Q4	$238K	Buy	+15,273	New	+$232K	0.04%	291
2021 Q1	–	Sell	-10,543	Closed	-$159K	–	183
2020 Q4	$159K	Buy	+10,543	New	+$154K	0.03%	287
2020 Q3	–	Sell	-10,543	Closed	-$147K	–	198
2020 Q2	$147K	Buy	+10,543	New	+$143K	0.04%	234

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clear Creek Financial Management's NEA Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.54% in Q2 2026, selling an estimated $2.34K and leaving 37,787 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #438.

Clear Creek Financial Management first reported a position in NEA in Q2 2020 and has held it in 15 quarters since. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Clear Creek Financial Management held 37,787 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $444K as of Q2 2026.
Clear Creek Financial Management sold 204 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $2.34K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #438 holding.
Clear Creek Financial Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2020 and has held it in 15 quarters since.
297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.