JFS Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.44M | Buy |
122,982
+138
| +0.1% | +$1.58K | 0.07% | 135 |
|
|
2026
Q1 | $1.38M | Buy |
122,844
+54
| +0% | +$628 | 0.08% | 136 |
|
|
2025
Q4 | $1.43M | Buy |
122,790
+109
| +0.1% | +$1.25K | 0.08% | 133 |
|
|
2025
Q3 | $1.4M | Buy |
122,681
+90
| +0.1% | +$990 | 0.08% | 136 |
|
|
2025
Q2 | $1.34M | Buy |
122,591
+88
| +0.1% | +$954 | 0.09% | 128 |
|
|
2025
Q1 | $1.37M | Buy |
122,503
+55
| +0% | +$626 | 0.09% | 124 |
|
|
2024
Q4 | $1.38M | Buy |
122,448
+107
| +0.1% | +$1.25K | 0.09% | 118 |
|
|
2024
Q3 | $1.46M | Buy |
122,341
+118,192
| +2,849% | +$1.37M | 0.1% | 119 |
|
|
2024
Q2 | $47.6K | Buy |
4,149
+57
| +1% | +$624 | ﹤0.01% | 424 |
|
|
2024
Q1 | $45.3K | Buy |
4,092
+47
| +1% | +$516 | ﹤0.01% | 446 |
|
|
2023
Q4 | $44.5K | Sell |
4,045
-209,611
| -98% | -$2.14M | ﹤0.01% | 424 |
|
|
2023
Q3 | $2.07M | Sell |
213,656
-1,532
| -0.7% | -$16.1K | 0.2% | 79 |
|
|
2023
Q2 | $2.35M | Buy |
215,188
+53
| +0% | +$580 | 0.21% | 71 |
|
|
2023
Q1 | $2.39M | Buy |
215,135
+55
| +0% | +$614 | 0.23% | 71 |
|
|
2022
Q4 | $2.45M | Buy |
215,080
+70
| +0% | +$764 | 0.24% | 67 |
|
|
2022
Q3 | $2.28M | Buy |
215,010
+203,628
| +1,789% | +$2.45M | 0.25% | 70 |
|
|
2022
Q2 | $134K | Sell |
11,382
-430,217
| -97% | -$5.24M | 0.01% | 254 |
|
|
2022
Q1 | $5.8M | Buy |
441,599
+1,931
| +0.4% | +$26.9K | 0.55% | 35 |
|
|
2021
Q4 | $6.86M | Buy |
439,668
+1,875
| +0.4% | +$28.5K | 0.65% | 30 |
|
|
2021
Q3 | $6.65M | Buy |
437,793
+1,759
| +0.4% | +$27.8K | 0.68% | 30 |
|
|
2021
Q2 | $6.85M | Buy |
436,034
+2,143
| +0.5% | +$32.6K | 1.02% | 23 |
|
|
2021
Q1 | $6.43M | Buy |
433,891
+31,286
| +8% | +$463K | 1.31% | 17 |
|
|
2020
Q4 | $6.08M | Buy |
402,605
+1,510
| +0.4% | +$22K | 1.28% | 19 |
|
|
2020
Q3 | $5.75M | Buy |
401,095
+31,401
| +8% | +$451K | 1.37% | 19 |
|
|
2020
Q2 | $5.14M | Buy |
369,694
+32,903
| +10% | +$445K | 1.33% | 20 |
|
|
2020
Q1 | $4.56M | Buy |
336,791
+625
| +0.2% | +$8.89K | 1.37% | 18 |
|
|
2019
Q4 | $4.83M | Buy |
336,166
+679
| +0.2% | +$9.64K | 1.19% | 21 |
|
|
2019
Q3 | $4.8M | Buy |
335,487
+655
| +0.2% | +$9.28K | 1.22% | 21 |
|
|
2019
Q2 | $4.62M | Buy |
334,832
+2,883
| +0.9% | +$38.7K | 1.17% | 21 |
|
|
2019
Q1 | $4.43M | Buy |
331,949
+4,105
| +1% | +$53.4K | 1.16% | 21 |
|
|
2018
Q4 | $4.04M | Buy |
327,844
+4,223
| +1% | +$51.8K | 1.08% | 25 |
|
|
2018
Q3 | $4.1M | Buy |
323,621
+4,858
| +2% | +$62.8K | 1.05% | 23 |
|
|
2018
Q2 | $4.15M | Buy |
318,763
+4,245
| +1% | +$54.9K | 1.09% | 23 |
|
|
2018
Q1 | $4.09M | Buy |
314,518
+1,273
| +0.4% | +$16.8K | 1.08% | 24 |
|
|
2017
Q4 | $4.31M | Buy |
313,245
+3,977
| +1% | +$54.6K | 1.05% | 23 |
|
|
2017
Q3 | $4.28M | Buy |
309,268
+4,351
| +1% | +$60.4K | 1.11% | 23 |
|
|
2017
Q2 | $4.17M | Buy |
304,917
+6,958
| +2% | +$94.7K | 1.15% | 23 |
|
|
2017
Q1 | $3.98M | Hold |
297,959
| – | – | 1.08% | 29 |
|
|
2016
Q4 | $3.98M | Buy |
297,959
+41,982
| +16% | +$567K | 1.08% | 29 |
|
|
2016
Q3 | $3.74M | Buy |
255,977
+131,601
| +106% | +$1.96M | 1.07% | 27 |
|
|
2016
Q2 | $1.87M | Buy |
124,376
+1,568
| +1% | +$23K | 0.52% | 51 |
|
|
2016
Q1 | $1.75M | Buy |
122,808
+1,610
| +1% | +$22.5K | 0.51% | 49 |
|
|
2015
Q4 | $1.68M | Buy |
121,198
+1,692
| +1% | +$22.4K | 0.48% | 53 |
|
|
2015
Q3 | $1.56M | Buy |
119,506
+1,758
| +1% | +$22.7K | 0.69% | 45 |
|
|
2015
Q2 | $1.5M | Buy |
117,748
+5,223
| +5% | +$70.2K | 0.77% | 34 |
|
|
2015
Q1 | $1.56M | Buy |
112,525
+57,525
| +105% | +$801K | 0.73% | 34 |
|
|
2014
Q4 | $760K | Buy |
+55,000
| New | +$751K | 0.12% | 44 |
|
Other funds holding NEA
GC
HWAM
MGAM
JFS Wealth Advisors's NEA Position: Q2 2026 in Review
JFS Wealth Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.11% in Q2 2026, buying an estimated $1.58K and bringing the position to 122,982 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #135.
JFS Wealth Advisors first reported a position in NEA in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.86M in Q4 2021. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.
- JFS Wealth Advisors held 122,982 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.44M as of Q2 2026.
- JFS Wealth Advisors bought 138 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $1.58K.
- Nuveen AMT-Free Quality Municipal Income Fund made up 0.07% of JFS Wealth Advisors's portfolio in Q2 2026, its #135 holding.
- JFS Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2014 and has held it in 47 quarters since.
- JFS Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $6.86M in Q4 2021.
- 294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.