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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concorde Asset Management's NEA Position: Q1 2026 in Review

Concorde Asset Management reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 6.5% in Q1 2026, selling an estimated $74K and leaving 92,009 shares worth $1.04M. The position accounts for 0.51% of the portfolio, ranked #43.

Concorde Asset Management first reported a position in NEA in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.14M in Q4 2025. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

Concorde Asset Management held 92,009 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.04M as of Q1 2026.
Concorde Asset Management sold 6,361 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $74K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.51% of Concorde Asset Management's portfolio in Q1 2026, its #43 holding.
Concorde Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 5 quarters since.
Concorde Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.14M in Q4 2025.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.