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Financial Consulate’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Financial Consulate’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
Q4 		– Sell
-751
Closed -$8.55K – 1413
2025
Q3 		$8.55K Buy
+751
New +$8.26K ﹤0.01% 571

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $3.42B AUM 25.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Financial Consulate's NEA Position: Q4 2025 in Review

Financial Consulate sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2025, closing a stake of 751 shares — an estimated $8.55K sold.

Financial Consulate first reported a position in NEA in Q3 2025 and held it in 1 quarter. The position peaked at $8.55K in Q3 2025. 292 funds tracked by Wall St. Rank hold NEA as of Q4 2025.

  • Financial Consulate reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Financial Consulate sold 751 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $8.55K.
  • Financial Consulate first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2025 and held it in 1 quarter.
  • Financial Consulate's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $8.55K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.