Congress Park Capital’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Congress Park Capital’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	$9.98M	Hold	850,000	–	–	2.69%	9
2026 Q1	$9.55M	Sell	850,000 -95,000	-10%	-$1.11M	2.93%	8
2025 Q4	$11M	Sell	945,000 -202,500	-18%	-$2.33M	3.28%	7
2025 Q3	$13.1M	Sell	1,147,500 -155,000	-12%	-$1.7M	4.06%	3
2025 Q2	$14.2M	Buy	1,302,500 +142,500	+12%	+$1.54M	4.66%	3
2025 Q1	$13M	Buy	1,160,000 +88,500	+8%	+$1.01M	4.92%	4
2024 Q4	$12.1M	Sell	1,071,500 -7,500	-0.7%	-$87.2K	4.39%	4
2024 Q3	$12.9M	Buy	1,079,000 +241,500	+29%	+$2.81M	4.79%	2
2024 Q2	$9.6M	Buy	837,500 +130,000	+18%	+$1.42M	3.85%	6
2024 Q1	$7.83M	Buy	707,500 +125,000	+21%	+$1.37M	3.47%	8
2023 Q4	$6.41M	Buy	582,500 +97,000	+20%	+$990K	3.13%	10
2023 Q3	$4.7M	Buy	485,500 +140,000	+41%	+$1.47M	2.45%	10
2023 Q2	$3.78M	Buy	345,500 +5,500	+2%	+$60.2K	1.89%	12
2023 Q1	$3.78M	Sell	340,000 -62,500	-16%	-$698K	1.96%	13
2022 Q4	$4.58M	Buy	402,500 +22,500	+6%	+$245K	2.68%	9
2022 Q3	$4.03M	Buy	380,000 +7,500	+2%	+$90.1K	2.33%	12
2022 Q2	$4.38M	Buy	372,500 +91,450	+33%	+$1.11M	2.66%	8
2022 Q1	$3.69M	Sell	281,050 -68,250	-20%	-$951K	1.85%	14
2021 Q4	$5.45M	Sell	349,300 -35,000	-9%	-$533K	2.68%	8
2021 Q3	$5.84M	Sell	384,300 -20,645	-5%	-$326K	2.99%	8
2021 Q2	$6.36M	Buy	404,945 +16,245	+4%	+$247K	3.19%	10
2021 Q1	$5.76M	Buy	388,700 +250	+0.1%	+$3.7K	3.22%	8
2020 Q4	$5.87M	Sell	388,450 -14,000	-3%	-$204K	3.47%	8
2020 Q3	$5.77M	Sell	402,450 -2,589	-0.6%	-$37.2K	3.57%	9
2020 Q2	$5.63M	Sell	405,039 -86,981	-18%	-$1.18M	4.32%	8
2020 Q1	$6.66M	Buy	492,020 +49,521	+11%	+$705K	6.01%	3
2019 Q4	$6.36M	Buy	442,499 +62,392	+16%	+$886K	4.69%	3
2019 Q3	$5.44M	Buy	380,107 +79,551	+26%	+$1.13M	4.56%	4
2019 Q2	$4.24M	Buy	300,556 +203,056	+208%	+$2.73M	3.35%	6
2019 Q1	$1.3M	Buy	+97,500	New	+$1.27M	1.13%	28

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

Congress Park Capital's NEA Position: Q2 2026 in Review

Congress Park Capital held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 850,000 shares worth $9.98M. The position accounts for 2.69% of the portfolio, ranked #9.

Congress Park Capital first reported a position in NEA in Q1 2019 and has held it in 30 quarters since. The position peaked at $14.2M in Q2 2025. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Congress Park Capital held 850,000 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $9.98M as of Q2 2026.
Congress Park Capital left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 2.69% of Congress Park Capital's portfolio in Q2 2026, its #9 holding.
Congress Park Capital first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2019 and has held it in 30 quarters since.
Congress Park Capital's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $14.2M in Q2 2025.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.