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

Gries Financial’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
2025
Q3 		$283K Hold
24,852
– – 0.04% 246
2025
Q2 		$271K Hold
24,852
– – 0.05% 232
2025
Q1 		$278K Buy
+24,852
New +$283K 0.05% 220

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Gries Financial's NEA Position: Q3 2025 in Review

Gries Financial held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q3 2025 at 24,852 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #246.

Gries Financial first reported a position in NEA in Q1 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold NEA as of Q3 2025.

  • Gries Financial held 24,852 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $283K as of Q3 2025.
  • Gries Financial left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q3 2025.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.04% of Gries Financial's portfolio in Q3 2025, its #246 holding.
  • Gries Financial first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.