Family Capital Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Family Capital 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
2025 Q1	–	Sell	-29,407	Closed	-$332K	–	76
2024 Q4	$332K	Hold	29,407	–	–	0.2%	55
2024 Q3	$352K	Hold	29,407	–	–	0.23%	53
2024 Q2	$337K	Hold	29,407	–	–	0.23%	51
2024 Q1	$326K	Hold	29,407	–	–	0.23%	49
2023 Q4	$323K	Hold	29,407	–	–	0.23%	50
2023 Q3	$285K	Hold	29,407	–	–	0.19%	56
2023 Q2	$321K	Hold	29,407	–	–	0.2%	53
2023 Q1	$327K	Hold	29,407	–	–	0.14%	51
2022 Q4	$334K	Buy	+29,407	New	+$321K	0.22%	49

Other funds holding NEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Family Capital Management's NEA Position: Q1 2025 in Review

Family Capital Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2025, closing a stake of 29,407 shares — an estimated $332K sold.

Family Capital Management first reported a position in NEA in Q4 2022 and held it in 9 quarters. The position peaked at $352K in Q3 2024. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2025.

Family Capital Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Family Capital Management sold 29,407 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $332K.
Family Capital Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 9 quarters.
Family Capital Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $352K in Q3 2024.
318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Family Capital Management's 13F filing for Q1 2025, filed 30 Apr 2025.