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Kestra Private Wealth Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Kestra Private Wealth Services’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
-14,073
Closed -$154K – 1725
2025
Q2 		$154K Buy
14,073
+1,397
+11% +$15.1K ﹤0.01% 1529
2025
Q1 		$142K Buy
12,676
+22
+0.2% +$251 ﹤0.01% 1429
2024
Q4 		$143K Buy
12,654
+1,722
+16% +$20K ﹤0.01% 1349
2024
Q3 		$131K Sell
10,932
-10,344
-49% -$120K ﹤0.01% 1302
2024
Q2 		$244K Sell
21,276
-2,632
-11% -$28.8K ﹤0.01% 1136
2024
Q1 		$265K Sell
23,908
-3,735
-14% -$41K 0.01% 1065
2023
Q4 		$304K Sell
27,643
-934
-3% -$9.53K 0.01% 940
2023
Q3 		$277K Sell
28,577
-4,495
-14% -$47.2K 0.01% 897
2023
Q2 		$361K Buy
33,072
+224
+0.7% +$2.45K 0.01% 748
2023
Q1 		$365K Sell
32,848
-465
-1% -$5.19K 0.01% 707
2022
Q4 		$379K Sell
33,313
-7,717
-19% -$84.2K 0.02% 599
2022
Q3 		$435K Buy
41,030
+8,906
+28% +$107K 0.03% 530
2022
Q2 		$377K Hold
32,124
– – 0.02% 594
2022
Q1 		$422K Sell
32,124
-3,842
-11% -$53.5K 0.02% 632
2021
Q4 		$561K Buy
35,966
+15,383
+75% +$234K 0.03% 549
2021
Q3 		$313K Hold
20,583
– – 0.02% 690
2021
Q2 		$323K Hold
20,583
– – 0.02% 650
2021
Q1 		$305K Hold
20,583
– – 0.02% 596
2020
Q4 		$308K Buy
20,583
+4,526
+28% +$66K 0.02% 558
2020
Q3 		$230K Buy
+16,057
New +$230K 0.02% 563

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Kestra Private Wealth Services's NEA Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2025, closing a stake of 14,073 shares — an estimated $154K sold.

Kestra Private Wealth Services first reported a position in NEA in Q3 2020 and held it in 20 quarters. The position peaked at $561K in Q4 2021. 285 funds tracked by Wall St. Rank hold NEA as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 14,073 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $154K.
  • Kestra Private Wealth Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2020 and held it in 20 quarters.
  • Kestra Private Wealth Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $561K in Q4 2021.
  • 285 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.