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Concorde Asset Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Concorde Asset 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 		– Sell
-92,009
Closed -$1.04M – 203
2026
Q1 		$1.04M Sell
92,009
-6,361
-6% -$74K 0.51% 43
2025
Q4 		$1.14M Buy
98,370
+6,396
+7% +$73.6K 0.46% 42
2025
Q3 		$1.05M Buy
+91,974
New +$1.01M 0.44% 45
2025
Q1 		$518K Buy
47,376
+19,470
+70% +$222K 0.28% 62
2024
Q4 		$315K Buy
+27,906
New +$325K 0.16% 114

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

Concorde Asset Management's NEA Position: Q2 2026 in Review

Concorde Asset Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026, closing a stake of 92,009 shares — an estimated $1.04M sold.

Concorde Asset Management first reported a position in NEA in Q4 2024 and held it in 5 quarters. The position peaked at $1.14M in Q4 2025. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Concorde Asset Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Concorde Asset Management sold 92,009 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $1.04M.
  • Concorde Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and held it in 5 quarters.
  • Concorde Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.14M in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.