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

Kercheville 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
2026 Q2	$1.61M	Sell	137,134 -8,901	-6%	-$102K	0.49%	41
2026 Q1	$1.64M	Buy	146,035 +4,619	+3%	+$53.7K	0.52%	39
2025 Q4	$1.64M	Buy	141,416 +5,126	+4%	+$59K	0.43%	48
2025 Q3	$1.55M	Buy	136,290 +3,104	+2%	+$34.1K	0.47%	40
2025 Q2	$1.45M	Buy	133,186 +2,089	+2%	+$22.6K	0.5%	43
2025 Q1	$1.47M	Buy	131,097 +7,038	+6%	+$80.2K	0.6%	33
2024 Q4	$1.4M	Buy	124,059 +6,526	+6%	+$75.9K	0.54%	39
2024 Q3	$1.41M	Buy	117,533 +107,250	+1,043%	+$1.25M	0.59%	38
2024 Q2	$118K	Hold	10,283	–	–	0.05%	82
2024 Q1	$114K	Hold	10,283	–	–	0.05%	83
2023 Q4	$113K	Hold	10,283	–	–	0.06%	77
2023 Q3	$99.5K	Hold	10,283	–	–	0.06%	71
2023 Q2	$112K	Hold	10,283	–	–	0.07%	73
2023 Q1	$114K	Hold	10,283	–	–	0.08%	72
2022 Q4	$117K	Hold	10,283	–	–	0.08%	79
2022 Q3	$109K	Hold	10,283	–	–	0.11%	75
2022 Q2	$121K	Hold	10,283	–	–	0.08%	86
2022 Q1	$135K	Hold	10,283	–	–	0.06%	103
2021 Q4	$160K	Hold	10,283	–	–	0.07%	113
2021 Q3	$156K	Hold	10,283	–	–	0.07%	107
2021 Q2	$161K	Hold	10,283	–	–	0.07%	112
2021 Q1	$152K	Hold	10,283	–	–	0.08%	110
2020 Q4	$155K	Buy	+10,283	New	+$150K	0.08%	101

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MGAM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kercheville Advisors's NEA Position: Q2 2026 in Review

Kercheville Advisors reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 6.1% in Q2 2026, selling an estimated $102K and leaving 137,134 shares worth $1.61M. The position accounts for 0.49% of the portfolio, ranked #41.

Kercheville Advisors first reported a position in NEA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.64M in Q1 2026. 296 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Kercheville Advisors held 137,134 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.61M as of Q2 2026.
Kercheville Advisors sold 8,901 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $102K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.49% of Kercheville Advisors's portfolio in Q2 2026, its #41 holding.
Kercheville Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and has held it in 23 quarters since.
Kercheville Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.64M in Q1 2026.
296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.