HWAM
NEA icon

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

Hennion & Walsh 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 		$18.9M Sell
1,607,896
-150,946
-9% -$1.73M 0.54% 30
2026
Q1 		$19.8M Sell
1,758,842
-14,699
-0.8% -$171K 0.66% 20
2025
Q4 		$20.6M Buy
1,773,541
+289,543
+20% +$3.33M 0.71% 20
2025
Q3 		$16.9M Buy
1,483,998
+279,572
+23% +$3.07M 0.61% 26
2025
Q2 		$13.2M Sell
1,204,426
-33,394
-3% -$362K 0.53% 27
2025
Q1 		$13.9M Sell
1,237,820
-405,397
-25% -$4.62M 0.62% 21
2024
Q4 		$18.5M Buy
1,643,217
+18,451
+1% +$215K 0.84% 13
2024
Q3 		$19.4M Buy
1,624,766
+138,647
+9% +$1.61M 0.91% 11
2024
Q2 		$17M Sell
1,486,119
-17,174
-1% -$188K 0.87% 14
2024
Q1 		$16.6M Sell
1,503,293
-73,129
-5% -$803K 0.89% 10
2023
Q4 		$17.3M Sell
1,576,422
-127,499
-7% -$1.3M 0.99% 10
2023
Q3 		$16.5M Sell
1,703,921
-94,726
-5% -$995K 1.05% 11
2023
Q2 		$19.7M Buy
1,798,647
+311,879
+21% +$3.41M 1.17% 10
2023
Q1 		$16.5M Buy
1,486,768
+200,985
+16% +$2.24M 1.01% 9
2022
Q4 		$14.6M Buy
1,285,783
+43,285
+3% +$472K 0.9% 8
2022
Q3 		$13.2M Buy
1,242,498
+93,421
+8% +$1.12M 0.87% 13
2022
Q2 		$13.5M Buy
1,149,077
+58,808
+5% +$717K 0.84% 16
2022
Q1 		$14.3M Buy
1,090,269
+101,683
+10% +$1.42M 0.76% 20
2021
Q4 		$15.4M Buy
988,586
+242,541
+33% +$3.69M 0.76% 20
2021
Q3 		$11.3M Buy
746,045
+150,412
+25% +$2.38M 0.6% 35
2021
Q2 		$9.35M Buy
595,633
+114,705
+24% +$1.75M 0.5% 38
2021
Q1 		$7.13M Buy
+480,928
New +$7.12M 0.43% 47

Other funds holding NEA

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
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
CA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return