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Costello Asset Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Costello Asset Management’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
2025
Q4 		– Sell
-446
Closed -$5.08K – 714
2025
Q3 		$5.08K Buy
446
+9
+2% +$99 ﹤0.01% 542
2025
Q2 		$4.77K Buy
437
+9
+2% +$98 ﹤0.01% 559
2025
Q1 		$4.8K Buy
+428
New +$4.88K ﹤0.01% 532

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Costello Asset Management's NEA Position: Q4 2025 in Review

Costello Asset Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2025, closing a stake of 446 shares — an estimated $5.08K sold.

Costello Asset Management first reported a position in NEA in Q1 2025 and held it in 3 quarters. The position peaked at $5.08K in Q3 2025. 292 funds tracked by Wall St. Rank hold NEA as of Q4 2025.

  • Costello Asset Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Costello Asset Management sold 446 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $5.08K.
  • Costello Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2025 and held it in 3 quarters.
  • Costello Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $5.08K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on Costello Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.