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

Element Wealth’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 		$180K Hold
15,331
– – 0.07% 210
2026
Q1 		$172K Hold
15,331
– – 0.07% 202
2025
Q4 		$178K Sell
15,331
-2,000
-12% -$23K 0.07% 197
2025
Q3 		$197K Sell
17,331
-8,038
-32% -$88.4K 0.09% 192
2025
Q2 		$277K Hold
25,369
– – 0.13% 139
2025
Q1 		$284K Hold
25,369
– – 0.15% 118
2024
Q4 		$286K Sell
25,369
-9,373
-27% -$109K 0.15% 113
2024
Q3 		$416K Hold
34,742
– – 0.22% 86
2024
Q2 		$398K Sell
34,742
-3,892
-10% -$42.6K 0.22% 84
2024
Q1 		$428K Hold
38,634
– – 0.25% 76
2023
Q4 		$425K Sell
38,634
-1,074
-3% -$11K 0.27% 66
2023
Q3 		$384K Sell
39,708
-150
-0.4% -$1.57K 0.28% 71
2023
Q2 		$436K Hold
39,858
– – 0.3% 62
2023
Q1 		$443K Hold
39,858
– – 0.33% 61
2022
Q4 		$453K Buy
39,858
+2,126
+6% +$23.2K 0.37% 55
2022
Q3 		$400K Buy
37,732
+124
+0.3% +$1.49K 0.37% 49
2022
Q2 		$442K Buy
37,608
+121
+0.3% +$1.47K 0.44% 42
2022
Q1 		$493K Buy
37,487
+77
+0.2% +$1.07K 0.4% 48
2021
Q4 		$584K Buy
37,410
+140
+0.4% +$2.13K 0.44% 41
2021
Q3 		$566K Buy
37,270
+100
+0.3% +$1.58K 0.45% 38
2021
Q2 		$584K Buy
37,170
+105
+0.3% +$1.6K 0.46% 37
2021
Q1 		$549K Buy
37,065
+70
+0.2% +$1.04K 0.46% 36
2020
Q4 		$559K Buy
36,995
+139
+0.4% +$2.03K 0.52% 36
2020
Q3 		$529K Buy
36,856
+103
+0.3% +$1.48K 0.57% 28
2020
Q2 		$511K Buy
36,753
+90
+0.2% +$1.22K 0.59% 29
2020
Q1 		$496K Buy
36,663
+3,635
+11% +$51.7K 0.69% 27
2019
Q4 		$475K Buy
+33,028
New +$469K 0.49% 32

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Element Wealth's NEA Position: Q2 2026 in Review

Element Wealth held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 15,331 shares worth $180K. The position accounts for 0.07% of the portfolio, ranked #210.

Element Wealth first reported a position in NEA in Q4 2019 and has held it in 27 quarters since. The position peaked at $584K in Q4 2021. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Element Wealth held 15,331 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $180K as of Q2 2026.
  • Element Wealth left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.07% of Element Wealth's portfolio in Q2 2026, its #210 holding.
  • Element Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and has held it in 27 quarters since.
  • Element Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $584K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.