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

EP Wealth 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	$133K	Buy	11,308 +180	+2%	+$2.07K	﹤0.01%	1612
2026 Q1	$125K	Buy	11,128 +81	+0.7%	+$942	﹤0.01%	1447
2025 Q4	$128K	Buy	+11,047	New	+$127K	﹤0.01%	1436
2025 Q2	$110K	Sell	10,102 -327	-3%	-$3.54K	﹤0.01%	1368
2025 Q1	$117K	Sell	10,429 -4,226	-29%	-$48.1K	﹤0.01%	1225
2024 Q4	$165K	Buy	+14,655	New	+$170K	﹤0.01%	1121
2018 Q4	–	Sell	-23,358	Closed	-$296K	–	285
2018 Q3	$296K	Sell	23,358 -3,223	-12%	-$41.7K	0.02%	225
2018 Q2	$346K	Sell	26,581 -1,851	-7%	-$23.9K	0.03%	143
2018 Q1	$370K	Sell	28,432 -8,614	-23%	-$114K	0.04%	140
2017 Q4	$509K	Hold	37,046	–	–	0.05%	112
2017 Q3	$513K	Sell	37,046 -719	-2%	-$9.98K	0.06%	105
2017 Q2	$517K	Sell	37,765 -1,645	-4%	-$22.4K	0.06%	104
2017 Q1	$527K	Hold	39,410	–	–	0.07%	83
2016 Q4	$526K	Hold	39,410	–	–	0.08%	81
2016 Q3	$575K	Buy	+39,410	New	+$587K	0.09%	72

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

EP Wealth Advisors's NEA Position: Q2 2026 in Review

EP Wealth Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.6% in Q2 2026, buying an estimated $2.07K and bringing the position to 11,308 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

EP Wealth Advisors first reported a position in NEA in Q3 2016 and has held it in 15 quarters since. The position peaked at $575K in Q3 2016. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

EP Wealth Advisors held 11,308 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $133K as of Q2 2026.
EP Wealth Advisors bought 180 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $2.07K.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1612 holding.
EP Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2016 and has held it in 15 quarters since.
EP Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $575K in Q3 2016.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.