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Dakota Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Dakota Wealth 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
2026
Q1 		$168K Sell
14,923
-7,867
-35% -$91.5K ﹤0.01% 749
2025
Q4 		$265K Sell
22,790
-18,471
-45% -$213K ﹤0.01% 680
2025
Q3 		$470K Sell
41,261
-35,052
-46% -$386K 0.01% 491
2025
Q2 		$834K Sell
76,313
-129,528
-63% -$1.4M 0.02% 421
2025
Q1 		$2.31M Sell
205,841
-94,219
-31% -$1.07M 0.05% 241
2024
Q4 		$3.38M Sell
300,060
-142,373
-32% -$1.66M 0.08% 193
2024
Q3 		$5.3M Sell
442,433
-213,760
-33% -$2.48M 0.12% 153
2024
Q2 		$7.52M Buy
656,193
+22,289
+4% +$244K 0.18% 109
2024
Q1 		$7.02M Buy
633,904
+5,984
+1% +$65.7K 0.17% 121
2023
Q4 		$6.91M Buy
627,920
+44,799
+8% +$457K 0.27% 99
2023
Q3 		$5.64M Buy
583,121
+80,338
+16% +$844K 0.25% 102
2023
Q2 		$5.5M Buy
502,783
+41,618
+9% +$455K 0.26% 98
2023
Q1 		$5.13M Buy
461,165
+195,445
+74% +$2.18M 0.34% 76
2022
Q4 		$3.02M Buy
265,720
+204,378
+333% +$2.23M 0.21% 111
2022
Q3 		$650K Buy
61,342
+18,879
+44% +$227K 0.05% 294
2022
Q2 		$499K Sell
42,463
-66,131
-61% -$806K 0.05% 284
2022
Q1 		$1.43M Buy
108,594
+15,280
+16% +$213K 0.12% 172
2021
Q4 		$1.46M Sell
93,314
-3,193
-3% -$48.6K 0.15% 132
2021
Q3 		$1.47M Sell
96,507
-786
-0.8% -$12.4K 0.17% 136
2021
Q2 		$1.53M Sell
97,293
-82,859
-46% -$1.26M 0.18% 125
2021
Q1 		$2.67M Sell
180,152
-7,260
-4% -$108K 0.35% 79
2020
Q4 		$2.83M Sell
187,412
-86,021
-31% -$1.25M 0.37% 76
2020
Q3 		$3.92M Sell
273,433
-43,700
-14% -$627K 0.62% 54
2020
Q2 		$4.41M Sell
317,133
-52,141
-14% -$705K 0.75% 36
2020
Q1 		$5M Buy
369,274
+80,650
+28% +$1.15M 1.09% 24
2019
Q4 		$4.15M Sell
288,624
-54,426
-16% -$773K 0.67% 42
2019
Q3 		$4.91M Sell
343,050
-32,360
-9% -$459K 0.85% 33
2019
Q2 		$5.19M Buy
375,410
+51,655
+16% +$694K 0.99% 30
2019
Q1 		$4.32M Sell
323,755
-16,523
-5% -$215K 0.86% 30
2018
Q4 		$4.2M Buy
340,278
+88,127
+35% +$1.08M 0.95% 27
2018
Q3 		$3.19M Buy
+252,151
New +$3.26M 0.72% 38

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGAM
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 $570B AUM 27.57% 1-Year Est. Return

Dakota Wealth Management's NEA Position: Q1 2026 in Review

Dakota Wealth Management reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 35% in Q1 2026, selling an estimated $91.5K and leaving 14,923 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Dakota Wealth Management first reported a position in NEA in Q3 2018 and has held it in 31 quarters since. The position peaked at $7.52M in Q2 2024. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

  • Dakota Wealth Management held 14,923 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $168K as of Q1 2026.
  • Dakota Wealth Management sold 7,867 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $91.5K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #749 holding.
  • Dakota Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2018 and has held it in 31 quarters since.
  • Dakota Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $7.52M in Q2 2024.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.