Harmony Asset Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Harmony Asset 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 Q3	$223K	Sell	22,400 -1,000	-4%	-$11.1K	0.06%	191
2026 Q2	$275K	Hold	23,400	–	–	0.07%	174
2026 Q1	$263K	Buy	23,400 +4,100	+21%	+$47.7K	0.08%	172
2025 Q4	$224K	Sell	19,300 -5,000	-21%	-$57.5K	0.08%	167
2025 Q3	$277K	Sell	24,300 -9,767	-29%	-$107K	0.1%	143
2025 Q2	$372K	Sell	34,067 -1,646	-5%	-$17.8K	0.14%	124
2025 Q1	$400K	Buy	35,713 +4,500	+14%	+$51.3K	0.17%	117
2024 Q4	$352K	Buy	31,213 +16,300	+109%	+$190K	0.14%	126
2024 Q3	$179K	Buy	+14,913	New	+$173K	0.07%	160

Other funds holding NEA

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

Harmony Asset Management's NEA Position: Q3 2026 in Review

Harmony Asset Management reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 4.3% in Q3 2026, selling an estimated $11.1K and leaving 22,400 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #191.

Harmony Asset Management first reported a position in NEA in Q3 2024 and has held it in 9 quarters since. The position peaked at $400K in Q1 2025. 183 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

Harmony Asset Management held 22,400 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $223K as of Q3 2026.
Harmony Asset Management sold 1,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $11.1K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.06% of Harmony Asset Management's portfolio in Q3 2026, its #191 holding.
Harmony Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2024 and has held it in 9 quarters since.
Harmony Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $400K in Q1 2025.
183 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.