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

Essential Planning’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
2025
Q1 		– Sell
-139,880
Closed -$1.63M – 225
2024
Q4 		$1.63M Buy
+139,880
New +$1.63M 0.01% 206

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Essential Planning's NEA Position: Q1 2025 in Review

Essential Planning sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2025, closing a stake of 139,880 shares — an estimated $1.63M sold.

Essential Planning first reported a position in NEA in Q4 2024 and held it in 1 quarter. The position peaked at $1.63M in Q4 2024. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2025.

  • Essential Planning reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 139,880 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $1.63M.
  • Essential Planning first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.63M in Q4 2024.
  • 318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.