KIM LLC’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

KIM LLC’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 Q1	$2.74M	Hold	243,700	–	–	0.28%	51
2025 Q4	$2.83M	Hold	243,700	–	–	0.23%	57
2025 Q3	$2.78M	Hold	243,700	–	–	0.24%	52
2025 Q2	$2.66M	Hold	243,700	–	–	0.25%	58
2025 Q1	$2.73M	Hold	243,700	–	–	0.31%	44
2024 Q4	$2.75M	Hold	243,700	–	–	0.35%	36
2024 Q3	$2.92M	Hold	243,700	–	–	0.3%	22
2024 Q2	$2.79M	Buy	243,700 +143,700	+144%	+$1.57M	0.25%	37
2024 Q1	$1.11M	Buy	100,000 +10,000	+11%	+$110K	0.12%	63
2023 Q4	$990K	Buy	+90,000	New	+$919K	0.1%	132

Other funds holding NEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM LLC's NEA Position: Q1 2026 in Review

KIM LLC held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q1 2026 at 243,700 shares worth $2.74M. The position accounts for 0.28% of the portfolio, ranked #51.

KIM LLC first reported a position in NEA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.92M in Q3 2024. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

KIM LLC held 243,700 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $2.74M as of Q1 2026.
KIM LLC left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.28% of KIM LLC's portfolio in Q1 2026, its #51 holding.
KIM LLC first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and has held it in 10 quarters since.
KIM LLC's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.92M in Q3 2024.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on KIM LLC's 13F filing for Q1 2026, filed 12 May 2026.