Ken Fisher’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Ken Fisher’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 Q3	–	Sell	-13,575	Closed	-$148K	–	1060
2025 Q2	$148K	Buy	+13,575	New	+$147K	﹤0.01%	968
2024 Q1	–	Sell	-20,766	Closed	-$228K	–	1022
2023 Q4	$228K	Sell	20,766 -3,219	-13%	-$32.9K	﹤0.01%	926
2023 Q3	$232K	Buy	+23,985	New	+$252K	﹤0.01%	990

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

HWAM

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

Ken Fisher's NEA Position: Q3 2025 in Review

Ken Fisher sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2025, closing a stake of 13,575 shares — an estimated $148K sold.

Ken Fisher first reported a position in NEA in Q3 2023 and held it in 3 quarters. The position peaked at $232K in Q3 2023. 285 funds tracked by Wall St. Rank hold NEA as of Q3 2025.

Ken Fisher reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Ken Fisher sold 13,575 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $148K.
Ken Fisher first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2023 and held it in 3 quarters.
Ken Fisher's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $232K in Q3 2023.
285 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Fisher Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.