Founders Capital Management (Texas)’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Founders Capital Management (Texas)’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	$64.6K	Hold	5,500	–	–	0.03%	134
2026 Q1	$61.8K	Hold	5,500	–	–	0.03%	128
2025 Q4	$64K	Hold	5,500	–	–	0.03%	118
2025 Q3	$62.6K	Hold	5,500	–	–	0.03%	117
2025 Q2	$60.1K	Hold	5,500	–	–	0.04%	121
2025 Q1	$61.6K	Hold	5,500	–	–	0.04%	118
2024 Q4	$62K	Hold	5,500	–	–	0.04%	119
2024 Q3	$65.8K	Hold	5,500	–	–	0.04%	119
2024 Q2	$63K	Hold	5,500	–	–	0.04%	120
2024 Q1	$60.9K	Hold	5,500	–	–	0.04%	121
2023 Q4	$60.5K	Hold	5,500	–	–	0.04%	121
2023 Q3	$53.2K	Hold	5,500	–	–	0.04%	130
2023 Q2	$60.1K	Hold	5,500	–	–	0.04%	128
2023 Q1	$61K	Buy	5,500 +500	+10%	+$5.58K	0.05%	120
2022 Q4	$57K	Hold	5,000	–	–	0.04%	119
2022 Q3	$53K	Buy	5,000 +1,000	+25%	+$12K	0.04%	121
2022 Q2	$47K	Buy	4,000 +2,000	+100%	+$24.4K	0.04%	127
2022 Q1	$31K	Hold	2,000	–	–	0.02%	167
2021 Q4	$31K	Hold	2,000	–	–	0.02%	167
2021 Q3	$30K	Hold	2,000	–	–	0.02%	169
2021 Q2	$31K	Hold	2,000	–	–	0.02%	156
2021 Q1	$30K	Sell	2,000 -2,000	-50%	-$29.6K	0.02%	152
2020 Q4	$60K	Buy	+4,000	New	+$58.3K	0.04%	95
2020 Q1	$54K	Hold	4,000	–	–	0.06%	84
2019 Q4	$58K	Hold	4,000	–	–	0.04%	95
2019 Q3	$57K	Sell	4,000 -1,000	-20%	-$14.2K	0.05%	103
2019 Q2	$69K	Hold	5,000	–	–	0.06%	94
2019 Q1	$67K	Hold	5,000	–	–	0.06%	94
2018 Q4	$62K	Buy	5,000 +1,000	+25%	+$12.3K	0.07%	94
2018 Q3	$51K	Hold	4,000	–	–	0.04%	115
2018 Q2	$52K	Hold	4,000	–	–	0.05%	115
2018 Q1	$52K	Buy	4,000 +500	+14%	+$6.59K	0.04%	135
2017 Q4	$48K	Buy	+3,500	New	+$48K	0.04%	141

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

Founders Capital Management (Texas)'s NEA Position: Q2 2026 in Review

Founders Capital Management (Texas) held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 5,500 shares worth $64.6K. The position accounts for 0.03% of the portfolio, ranked #134.

Founders Capital Management (Texas) first reported a position in NEA in Q4 2017 and has held it in 33 quarters since. The position peaked at $69K in Q2 2019. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Founders Capital Management (Texas) held 5,500 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $64.6K as of Q2 2026.
Founders Capital Management (Texas) left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.03% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #134 holding.
Founders Capital Management (Texas) first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2017 and has held it in 33 quarters since.
Founders Capital Management (Texas)'s Nuveen AMT-Free Quality Municipal Income Fund position peaked at $69K in Q2 2019.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.