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Dmitry Balyasny’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Dmitry Balyasny’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-83,221
Closed -$980K – 3293
2025
Q2 		$980K Buy
+83,221
New +$992K ﹤0.01% 2042

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Dmitry Balyasny's NKX Position: Q3 2025 in Review

Dmitry Balyasny sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2025, closing a stake of 83,221 shares — an estimated $980K sold.

Dmitry Balyasny first reported a position in NKX in Q2 2025 and held it in 1 quarter. The position peaked at $980K in Q2 2025. 65 funds tracked by Wall St. Rank hold NKX as of Q3 2025.

  • Dmitry Balyasny reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Dmitry Balyasny sold 83,221 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $980K.
  • Dmitry Balyasny first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2025 and held it in 1 quarter.
  • Dmitry Balyasny's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $980K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Balyasny Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.