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 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

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

Cornerstone Planning Group's NEA Position: Q2 2026 in Review

Cornerstone Planning Group held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 3,729 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #443.

Cornerstone Planning Group first reported a position in NEA in Q4 2022 and has held it in 14 quarters since. The position peaked at $365K in Q3 2025. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Cornerstone Planning Group held 3,729 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $42.3K as of Q2 2026.
Cornerstone Planning Group left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #443 holding.
Cornerstone Planning Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $365K in Q3 2025.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.