Cornerstone Planning Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-3,729	Closed	-$42.3K	–	1136
2026 Q2	$42.3K	Hold	3,729	–	–	0.01%	443
2026 Q1	$42.7K	Hold	3,729	–	–	0.01%	440
2025 Q4	$43.4K	Buy	3,729 +140	+4%	+$1.61K	0.01%	384
2025 Q3	$365K	Sell	3,589 -140	-4%	-$1.54K	0.06%	102
2025 Q2	$40.8K	Hold	3,729	–	–	0.01%	278
2025 Q1	$39.6K	Hold	3,729	–	–	0.01%	276
2024 Q4	$42.1K	Hold	3,729	–	–	0.01%	210
2024 Q3	$42.8K	Hold	3,729	–	–	0.01%	205
2024 Q2	$43K	Hold	3,729	–	–	0.01%	219
2024 Q1	$40K	Hold	3,729	–	–	0.01%	199
2023 Q4	$41K	Hold	3,729	–	–	0.01%	209
2023 Q3	$36.1K	Hold	3,729	–	–	0.01%	219
2023 Q2	$40.8K	Buy	+3,729	New	+$40.8K	0.02%	275
2022 Q4	$42.8K	Buy	+3,729	New	+$40.7K	0.02%	293

Other funds holding NEA

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Cornerstone Planning Group's NEA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2026, closing a stake of 3,729 shares — an estimated $42.3K sold.

Cornerstone Planning Group first reported a position in NEA in Q4 2022 and held it in 14 quarters. The position peaked at $365K in Q3 2025. 74 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

Cornerstone Planning Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 3,729 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $42.3K.
Cornerstone Planning Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $365K in Q3 2025.
74 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.