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

Darwin 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
2024 Q4	–	Sell	-250	Closed	-$2.99K	–	681
2024 Q3	$2.99K	Buy	+250	New	+$2.91K	﹤0.01%	496
2021 Q4	–	Sell	-11,650	Closed	-$177K	–	177
2021 Q3	$177K	Sell	11,650 -2,500	-18%	-$39.5K	0.03%	167
2021 Q2	$222K	Hold	14,150	–	–	0.04%	164
2021 Q1	$209K	Sell	14,150 -150	-1%	-$2.22K	0.04%	159
2020 Q4	$215K	Sell	14,300 -1,750	-11%	-$25.5K	0.04%	155
2020 Q3	$230K	Sell	16,050 -1,450	-8%	-$20.8K	0.05%	142
2020 Q2	$243K	Sell	17,500 -7,471	-30%	-$101K	0.06%	134
2020 Q1	$338K	Sell	24,971 -470	-2%	-$6.69K	0.11%	102
2019 Q4	$366K	Buy	25,441 +4,601	+22%	+$65.4K	0.1%	118
2019 Q3	$298K	Buy	+20,840	New	+$295K	0.09%	122

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Darwin Wealth Management's NEA Position: Q4 2024 in Review

Darwin Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 250 shares — an estimated $2.99K sold.

Darwin Wealth Management first reported a position in NEA in Q3 2019 and held it in 10 quarters. The position peaked at $366K in Q4 2019. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

Darwin Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Darwin Wealth Management sold 250 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $2.99K.
Darwin Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2019 and held it in 10 quarters.
Darwin Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $366K in Q4 2019.
323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on Darwin Wealth Management's 13F filing for Q4 2024, filed 15 Aug 2025.