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L.J. Altfest & Co’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

L.J. Altfest & Co’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 		$185K Hold
15,739
– – 0.02% 308
2026
Q1 		$177K Hold
15,739
– – 0.02% 321
2025
Q4 		$183K Sell
15,739
-1,548
-9% -$17.8K 0.02% 327
2025
Q3 		$197K Hold
17,287
– – 0.02% 326
2025
Q2 		$189K Buy
17,287
+540
+3% +$5.85K 0.02% 323
2025
Q1 		$188K Buy
16,747
+24
+0.1% +$273 0.02% 311
2024
Q4 		$189K Sell
16,723
-16,561
-50% -$193K 0.02% 315
2024
Q3 		$398K Buy
33,284
+34
+0.1% +$395 0.05% 240
2024
Q2 		$381K Buy
33,250
+24
+0.1% +$263 0.05% 227
2024
Q1 		$368K Buy
33,226
+20
+0.1% +$219 0.05% 230
2023
Q4 		$365K Buy
33,206
+19
+0.1% +$194 0.05% 228
2023
Q3 		$321K Buy
33,187
+16
+0% +$168 0.05% 229
2023
Q2 		$363K Buy
33,171
+16
+0% +$175 0.05% 216
2023
Q1 		$369K Buy
33,155
+11
+0% +$123 0.06% 201
2022
Q4 		$377K Buy
33,144
+27
+0.1% +$295 0.06% 185
2022
Q3 		$351K Buy
33,117
+21
+0.1% +$252 0.07% 184
2022
Q2 		$389K Buy
33,096
+19
+0.1% +$231 0.07% 173
2022
Q1 		$435K Buy
+33,077
New +$461K 0.08% 164
2021
Q4 		– Sell
-32,062
Closed -$487K – 260
2021
Q3 		$487K Buy
32,062
+6
+0% +$95 0.1% 143
2021
Q2 		$503K Buy
32,056
+7
+0% +$106 0.11% 142
2021
Q1 		$475K Buy
32,049
+4
+0% +$59 0.11% 146
2020
Q4 		$484K Buy
32,045
+9
+0% +$131 0.12% 130
2020
Q3 		$459K Buy
+32,036
New +$460K 0.12% 126

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

L.J. Altfest & Co's NEA Position: Q2 2026 in Review

L.J. Altfest & Co held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 15,739 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #308.

L.J. Altfest & Co first reported a position in NEA in Q3 2020 and has held it in 23 quarters since. The position peaked at $503K in Q2 2021. 296 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • L.J. Altfest & Co held 15,739 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $185K as of Q2 2026.
  • L.J. Altfest & Co left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of L.J. Altfest & Co's portfolio in Q2 2026, its #308 holding.
  • L.J. Altfest & Co first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2020 and has held it in 23 quarters since.
  • L.J. Altfest & Co's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $503K in Q2 2021.
  • 296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.