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 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 $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dumont & Blake Investment Advisors's NEA Position: Q1 2026 in Review

Dumont & Blake Investment Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.51% in Q1 2026, buying an estimated $1.16K and bringing the position to 19,553 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #182.

Dumont & Blake Investment Advisors first reported a position in NEA in Q1 2021 and has held it in 12 quarters since. The position peaked at $226K in Q4 2025. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

Dumont & Blake Investment Advisors held 19,553 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $220K as of Q1 2026.
Dumont & Blake Investment Advisors bought 100 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $1.16K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.05% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #182 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 12 quarters since.
Dumont & Blake Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $226K in Q4 2025.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.