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Great Lakes Retirement’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Great Lakes Retirement’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 		$221K Hold
18,736
– – 0.02% 205
2026
Q1 		$212K Hold
18,736
– – 0.02% 215
2025
Q4 		$218K Buy
+18,736
New +$216K 0.02% 208

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Great Lakes Retirement's NEA Position: Q2 2026 in Review

Great Lakes Retirement held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 18,736 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #205.

Great Lakes Retirement first reported a position in NEA in Q4 2025 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Great Lakes Retirement held 18,736 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $221K as of Q2 2026.
  • Great Lakes Retirement left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of Great Lakes Retirement's portfolio in Q2 2026, its #205 holding.
  • Great Lakes Retirement first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.