Essential Investment Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$405K Hold
34,500
0.33% 67
2026
Q1
$387K Hold
34,500
0.36% 65
2025
Q4
$401K Buy
+34,500
New +$397K 0.38% 64

Other funds holding NEA

Essential Investment Partners's NEA Position: Q2 2026 in Review

Essential Investment Partners held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 34,500 shares worth $405K. The position accounts for 0.33% of the portfolio, ranked #67.

Essential Investment Partners first reported a position in NEA in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Essential Investment Partners held 34,500 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $405K as of Q2 2026.
  • Essential Investment Partners left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.33% of Essential Investment Partners's portfolio in Q2 2026, its #67 holding.
  • Essential Investment Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.