Dumont & Blake Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Dumont & Blake Investment Advisors’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 Q2	$231K	Buy	19,710 +157	+0.8%	+$1.8K	0.05%	180
2026 Q1	$220K	Buy	19,553 +100	+0.5%	+$1.16K	0.05%	182
2025 Q4	$226K	Buy	19,453 +756	+4%	+$8.7K	0.05%	182
2025 Q3	$213K	Buy	18,697 +156	+0.8%	+$1.72K	0.05%	190
2025 Q2	$202K	Buy	18,541 +213	+1%	+$2.31K	0.05%	191
2025 Q1	$205K	Buy	+18,328	New	+$209K	0.06%	191
2022 Q4	–	Sell	-12,672	Closed	-$134K	–	190
2022 Q3	$134K	Buy	12,672 +16	+0.1%	+$192	0.05%	178
2022 Q2	$149K	Buy	12,656 +16	+0.1%	+$195	0.05%	191
2022 Q1	$166K	Buy	12,640 +1,928	+18%	+$26.9K	0.05%	202
2021 Q4	$167K	Hold	10,712	–	–	0.04%	195
2021 Q3	$163K	Hold	10,712	–	–	0.05%	195
2021 Q2	$168K	Hold	10,712	–	–	0.05%	197
2021 Q1	$159K	Buy	+10,712	New	+$159K	0.05%	194

Other funds holding NEA

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dumont & Blake Investment Advisors's NEA Position: Q2 2026 in Review

Dumont & Blake Investment Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.8% in Q2 2026, buying an estimated $1.8K and bringing the position to 19,710 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #180.

Dumont & Blake Investment Advisors first reported a position in NEA in Q1 2021 and has held it in 13 quarters since. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Dumont & Blake Investment Advisors held 19,710 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $231K as of Q2 2026.
Dumont & Blake Investment Advisors bought 157 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $1.8K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.05% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #180 holding.
Dumont & Blake Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2021 and has held it in 13 quarters since.
297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.