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

Financial Engines 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	$338K	Hold	28,833	–	–	﹤0.01%	479
2026 Q1	$324K	Hold	28,833	–	–	﹤0.01%	453
2025 Q4	$335K	Hold	28,833	–	–	﹤0.01%	449
2025 Q3	$328K	Sell	28,833 -3,445	-11%	-$37.9K	﹤0.01%	453
2025 Q2	$352K	Buy	32,278 +3,445	+12%	+$37.3K	﹤0.01%	421
2025 Q1	$323K	Hold	28,833	–	–	﹤0.01%	367
2024 Q4	$325K	Buy	28,833 +7,983	+38%	+$92.9K	﹤0.01%	370
2024 Q3	$251K	Buy	+20,850	New	+$242K	﹤0.01%	351
2024 Q2	–	Sell	-20,859	Closed	-$232K	–	362
2024 Q1	$232K	Hold	20,859	–	–	﹤0.01%	315
2023 Q4	$229K	Buy	+20,859	New	+$213K	﹤0.01%	293
2023 Q3	–	Sell	-21,800	Closed	-$239K	–	291
2023 Q2	$239K	Buy	21,800 +1,791	+9%	+$19.6K	﹤0.01%	263
2023 Q1	$223K	Hold	20,009	–	–	﹤0.01%	267
2022 Q4	$228K	Hold	20,009	–	–	﹤0.01%	267
2022 Q3	$213K	Sell	20,009 -684	-3%	-$8.22K	﹤0.01%	273
2022 Q2	$244K	Hold	20,693	–	–	﹤0.01%	268
2022 Q1	$273K	Buy	+20,693	New	+$288K	﹤0.01%	267

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

Financial Engines Advisors's NEA Position: Q2 2026 in Review

Financial Engines Advisors held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 28,833 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Financial Engines Advisors first reported a position in NEA in Q1 2022 and has held it in 16 quarters since. The position peaked at $352K in Q2 2025. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Financial Engines Advisors held 28,833 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $338K as of Q2 2026.
Financial Engines Advisors left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #479 holding.
Financial Engines Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2022 and has held it in 16 quarters since.
Financial Engines Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $352K in Q2 2025.
297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.