Future Financial Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Future Financial Wealth 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
2026 Q2	$113K	Hold	10,000	–	–	0.07%	128
2026 Q1	$115K	Hold	10,000	–	–	0.07%	124
2025 Q4	$117K	Hold	10,000	–	–	0.08%	123
2025 Q3	$114K	Hold	10,000	–	–	0.07%	159
2025 Q2	$109K	Hold	10,000	–	–	0.07%	155
2025 Q1	$112K	Hold	10,000	–	–	0.08%	146
2024 Q4	$113K	Hold	10,000	–	–	0.08%	147
2024 Q3	$120K	Hold	10,000	–	–	0.09%	153
2024 Q2	$115K	Hold	10,000	–	–	0.1%	115
2024 Q1	$111K	Hold	10,000	–	–	0.09%	161
2023 Q4	$110K	Buy	+10,000	New	+$102K	0.11%	108

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

Future Financial Wealth Management's NEA Position: Q2 2026 in Review

Future Financial Wealth Management held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 10,000 shares worth $113K. The position accounts for 0.07% of the portfolio, ranked #128.

Future Financial Wealth Management first reported a position in NEA in Q4 2023 and has held it in 11 quarters since. The position peaked at $120K in Q3 2024. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Future Financial Wealth Management held 10,000 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $113K as of Q2 2026.
Future Financial Wealth Management left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.07% of Future Financial Wealth Management's portfolio in Q2 2026, its #128 holding.
Future Financial Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and has held it in 11 quarters since.
Future Financial Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $120K in Q3 2024.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.