Envestnet Asset Management
NEA icon

Envestnet Asset Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Envestnet Asset 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
2026
Q2 		$2.03M Buy
173,183
+94,216
+119% +$1.08M ﹤0.01% 3145
2026
Q1 		$887K Buy
78,967
+1,648
+2% +$19.2K ﹤0.01% 3536
2025
Q4 		$899K Buy
77,319
+2,157
+3% +$24.8K ﹤0.01% 3332
2025
Q3 		$856K Sell
75,162
-57,296
-43% -$630K ﹤0.01% 3417
2025
Q2 		$1.45M Buy
132,458
+2,749
+2% +$29.8K ﹤0.01% 3037
2025
Q1 		$1.45M Buy
129,709
+2,647
+2% +$30.1K ﹤0.01% 2945
2024
Q4 		$1.43M Sell
127,062
-230,845
-64% -$2.68M ﹤0.01% 2915
2024
Q3 		$4.28M Sell
357,907
-107,170
-23% -$1.25M ﹤0.01% 2204
2024
Q2 		$5.33M Buy
465,077
+18,280
+4% +$200K ﹤0.01% 1987
2024
Q1 		$4.95M Sell
446,797
-17,465
-4% -$192K ﹤0.01% 1979
2023
Q4 		$5.11M Buy
464,262
+1,882
+0.4% +$19.2K ﹤0.01% 1883
2023
Q3 		$4.48M Buy
462,380
+65,121
+16% +$684K ﹤0.01% 1872
2023
Q2 		$4.34M Buy
397,259
+39,767
+11% +$435K ﹤0.01% 1789
2023
Q1 		$3.98M Buy
357,492
+64,865
+22% +$724K ﹤0.01% 1767
2022
Q4 		$3.33M Buy
292,627
+133,471
+84% +$1.46M ﹤0.01% 1837
2022
Q3 		$1.69M Sell
159,156
-2,993
-2% -$36K ﹤0.01% 2182
2022
Q2 		$1.91M Buy
162,149
+6,419
+4% +$78.2K ﹤0.01% 2137
2022
Q1 		$2.05M Buy
155,730
+731
+0.5% +$10.2K ﹤0.01% 2179
2021
Q4 		$2.42M Buy
154,999
+78,683
+103% +$1.2M ﹤0.01% 2040
2021
Q3 		$1.16M Sell
76,316
-43,574
-36% -$689K ﹤0.01% 2432
2021
Q2 		$1.88M Buy
119,890
+18,476
+18% +$281K ﹤0.01% 2100
2021
Q1 		$1.5M Buy
101,414
+21,686
+27% +$321K ﹤0.01% 2125
2020
Q4 		$1.2M Buy
79,728
+13,409
+20% +$195K ﹤0.01% 2086
2020
Q3 		$951K Buy
66,319
+8,600
+15% +$123K ﹤0.01% 2046
2020
Q2 		$802K Buy
57,719
+5,613
+11% +$75.9K ﹤0.01% 2104
2020
Q1 		$706K Buy
52,106
+8,572
+20% +$122K ﹤0.01% 2019
2019
Q4 		$626K Buy
43,534
+14,690
+51% +$209K ﹤0.01% 2319
2019
Q3 		$413K Buy
28,844
+5,289
+22% +$75K ﹤0.01% 2477
2019
Q2 		$325K Sell
23,555
-936
-4% -$12.6K ﹤0.01% 2611
2019
Q1 		$327K Buy
+24,491
New +$318K ﹤0.01% 2557
2016
Q4 		– Sell
-13,295
Closed -$194K – 3227
2016
Q3 		$194K Buy
13,295
+9,295
+232% +$138K ﹤0.01% 2026
2016
Q2 		$60K Hold
4,000
– – ﹤0.01% 2653
2016
Q1 		$57K Buy
+4,000
New +$55.8K ﹤0.01% 2661

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

Envestnet Asset Management's NEA Position: Q2 2026 in Review

Envestnet Asset Management increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 119% in Q2 2026, buying an estimated $1.08M and bringing the position to 173,183 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3145.

Envestnet Asset Management first reported a position in NEA in Q1 2016 and has held it in 33 quarters since. The position peaked at $5.33M in Q2 2024. 296 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Envestnet Asset Management held 173,183 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $2.03M as of Q2 2026.
  • Envestnet Asset Management bought 94,216 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $1.08M.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3145 holding.
  • Envestnet Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2016 and has held it in 33 quarters since.
  • Envestnet Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $5.33M in Q2 2024.
  • 296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.