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 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harmony Asset Management's NEA Position: Q2 2026 in Review

Harmony Asset Management held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 23,400 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #174.

Harmony Asset Management first reported a position in NEA in Q3 2024 and has held it in 8 quarters since. The position peaked at $400K in Q1 2025. 60 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Harmony Asset Management held 23,400 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $275K as of Q2 2026.
Harmony Asset 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 Harmony Asset Management's portfolio in Q2 2026, its #174 holding.
Harmony Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2024 and has held it in 8 quarters since.
Harmony Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $400K in Q1 2025.
60 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.