Hudson Valley Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Hudson Valley Investment Advisors’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 Q4	–	Sell	-23,870	Closed	-$272K	–	165
2025 Q3	$272K	Hold	23,870	–	–	0.03%	147
2025 Q2	$261K	Hold	23,870	–	–	0.03%	150
2025 Q1	$267K	Hold	23,870	–	–	0.03%	145
2024 Q4	$269K	Hold	23,870	–	–	0.03%	147
2024 Q3	$286K	Hold	23,870	–	–	0.03%	144
2024 Q2	$264K	Hold	23,870	–	–	0.03%	158
2024 Q1	$264K	Hold	23,870	–	–	0.03%	157
2023 Q4	$264K	Hold	23,870	–	–	0.04%	158
2023 Q3	$231K	Hold	23,870	–	–	0.03%	169
2023 Q2	$261K	Buy	23,870 +1,870	+9%	+$20.5K	0.04%	181
2023 Q1	$245K	Hold	22,000	–	–	0.03%	189
2022 Q4	$250K	Hold	22,000	–	–	0.04%	195
2022 Q3	$233K	Hold	22,000	–	–	0.04%	191
2022 Q2	$258K	Hold	22,000	–	–	0.04%	176
2022 Q1	$289K	Hold	22,000	–	–	0.04%	182
2021 Q4	$343K	Hold	22,000	–	–	0.05%	148
2021 Q3	$334K	Hold	22,000	–	–	0.06%	150
2021 Q2	$345K	Hold	22,000	–	–	0.06%	139
2021 Q1	$326K	Hold	22,000	–	–	0.06%	137
2020 Q4	$332K	Hold	22,000	–	–	0.06%	128
2020 Q3	$315K	Hold	22,000	–	–	0.07%	122
2020 Q2	$306K	Hold	22,000	–	–	0.07%	124
2020 Q1	$298K	Hold	22,000	–	–	0.08%	120
2019 Q4	$316K	Hold	22,000	–	–	0.07%	134
2019 Q3	$315K	Hold	22,000	–	–	0.07%	132
2019 Q2	$304K	Hold	22,000	–	–	0.07%	137
2019 Q1	$294K	Hold	22,000	–	–	0.07%	128
2018 Q4	$271K	Hold	22,000	–	–	0.06%	138
2018 Q3	$279K	Hold	22,000	–	–	0.06%	127
2018 Q2	$286K	Hold	22,000	–	–	0.07%	125
2018 Q1	$286K	Hold	22,000	–	–	0.07%	126
2017 Q4	$302K	Hold	22,000	–	–	0.07%	128
2017 Q3	$305K	Hold	22,000	–	–	0.08%	127
2017 Q2	$301K	Hold	22,000	–	–	0.08%	127
2017 Q1	$294K	Hold	22,000	–	–	0.08%	130
2016 Q4	$293K	Buy	+22,000	New	+$297K	0.09%	128

Other funds holding NEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Hudson Valley Investment Advisors's NEA Position: Q4 2025 in Review

Hudson Valley Investment Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2025, closing a stake of 23,870 shares — an estimated $272K sold.

Hudson Valley Investment Advisors first reported a position in NEA in Q4 2016 and held it in 36 quarters. The position peaked at $345K in Q2 2021. 292 funds tracked by Wall St. Rank hold NEA as of Q4 2025.

Hudson Valley Investment Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
Hudson Valley Investment Advisors sold 23,870 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $272K.
Hudson Valley Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2016 and held it in 36 quarters.
Hudson Valley Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $345K in Q2 2021.
292 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on Hudson Valley Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.