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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Raymond James Financial

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return