Corient Private Wealth
NEA icon

Corient Private Wealth’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Corient Private Wealth’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 		$1.35M Sell
114,656
-17,227
-13% -$198K ﹤0.01% 1628
2026
Q1 		$1.45M Sell
131,883
-1,462
-1% -$17K ﹤0.01% 1437
2025
Q4 		$1.55M Sell
133,345
-2,788
-2% -$32.1K ﹤0.01% 1275
2025
Q3 		$1.55M Sell
136,133
-35,101
-20% -$386K ﹤0.01% 1192
2025
Q2 		$1.87M Buy
171,234
+40,761
+31% +$442K ﹤0.01% 1068
2025
Q1 		$1.46M Sell
130,473
-3,559
-3% -$40.5K ﹤0.01% 1105
2024
Q4 		$1.51M Buy
134,032
+11,119
+9% +$129K ﹤0.01% 1120
2024
Q3 		$1.47M Buy
122,913
+34,643
+39% +$403K ﹤0.01% 1238
2024
Q2 		$1.01M Buy
88,270
+12,077
+16% +$132K ﹤0.01% 1317
2024
Q1 		$843K Buy
76,193
+165
+0.2% +$1.81K ﹤0.01% 1370
2023
Q4 		$836K Buy
76,028
+20,860
+38% +$213K ﹤0.01% 1354
2023
Q3 		$534K Sell
55,168
-11,195
-17% -$118K ﹤0.01% 1464
2023
Q2 		$725K Buy
66,363
+2,081
+3% +$22.8K ﹤0.01% 1274
2023
Q1 		$715K Buy
64,282
+48,354
+304% +$540K ﹤0.01% 1222
2022
Q4 		$181K Buy
+15,928
New +$174K ﹤0.01% 1506

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

Corient Private Wealth's NEA Position: Q2 2026 in Review

Corient Private Wealth reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 13% in Q2 2026, selling an estimated $198K and leaving 114,656 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Corient Private Wealth first reported a position in NEA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q2 2025. 296 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Corient Private Wealth held 114,656 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.35M as of Q2 2026.
  • Corient Private Wealth sold 17,227 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $198K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1628 holding.
  • Corient Private Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.87M in Q2 2025.
  • 296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.