BFC Planning, Inc.’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

BFC Planning, Inc.’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	$400K	Sell	34,084 -7,522	-18%	-$86.4K	0.02%	685
2026 Q1	$467K	Buy	41,606 +1,185	+3%	+$13.8K	0.02%	589
2025 Q4	$470K	Buy	40,421 +34,084	+538%	+$392K	0.02%	567
2025 Q3	$72.2K	Sell	6,337 -767	-11%	-$8.44K	0.01%	1038
2025 Q2	$77.6K	Buy	7,104 +14	+0.2%	+$152	0.01%	979
2025 Q1	$79.4K	Buy	7,090 +10	+0.1%	+$114	0.01%	948
2024 Q4	$79.9K	Buy	+7,080	New	+$82.3K	0.01%	949

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

BFC Planning, Inc.'s NEA Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 18% in Q2 2026, selling an estimated $86.4K and leaving 34,084 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #685.

BFC Planning, Inc. first reported a position in NEA in Q4 2024 and has held it in 7 quarters since. The position peaked at $470K in Q4 2025. 299 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

BFC Planning, Inc. held 34,084 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $400K as of Q2 2026.
BFC Planning, Inc. sold 7,522 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $86.4K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #685 holding.
BFC Planning, Inc. first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Nuveen AMT-Free Quality Municipal Income Fund position peaked at $470K in Q4 2025.
299 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.