Icon Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Icon Wealth 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	-9,283	Closed	-$106K	–	480
2025 Q3	$106K	Buy	9,283 +68	+0.7%	+$748	0.01%	498
2025 Q2	$101K	Buy	9,215 +65	+0.7%	+$704	0.01%	508
2025 Q1	$102K	Buy	9,150 +41	+0.5%	+$467	0.01%	473
2024 Q4	$103K	Buy	9,109 +80	+0.9%	+$930	0.01%	500
2024 Q3	$108K	Buy	+9,029	New	+$105K	0.01%	465
2022 Q4	$151K	Buy	13,282 +223	+2%	+$2.43K	0.02%	316
2022 Q3	$138K	Buy	+13,059	New	+$157K	0.02%	350

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Icon Wealth Advisors's NEA Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2025, closing a stake of 9,283 shares — an estimated $106K sold.

Icon Wealth Advisors first reported a position in NEA in Q3 2022 and held it in 7 quarters. The position peaked at $151K in Q4 2022. 292 funds tracked by Wall St. Rank hold NEA as of Q4 2025.

Icon Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 9,283 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $106K.
Icon Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2022 and held it in 7 quarters.
Icon Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $151K in Q4 2022.
292 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.