LMKC
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L.M. Kohn & Company’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

L.M. Kohn & Company’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
-13,170
Closed -$144K – 227
2025
Q2 		$144K Hold
13,170
– – 0.04% 270
2025
Q1 		$148K Buy
+13,170
New +$150K 0.04% 263
2024
Q4 		– Sell
-13,170
Closed -$158K – 284
2024
Q3 		$158K Buy
+13,170
New +$153K 0.04% 274
2024
Q2 		– Sell
-13,170
Closed -$146K – 289
2024
Q1 		$146K Buy
13,170
+2,500
+23% +$27.4K 0.04% 260
2023
Q4 		$117K Sell
10,670
-9,475
-47% -$96.7K 0.04% 235
2023
Q3 		$195K Hold
20,145
– – 0.07% 216
2023
Q2 		$220K Sell
20,145
-1,275
-6% -$13.9K 0.08% 205
2023
Q1 		$238K Hold
21,420
– – 0.1% 185
2022
Q4 		$244K Sell
21,420
-850
-4% -$9.27K 0.11% 181
2022
Q3 		$237K Hold
22,270
– – 0.12% 172
2022
Q2 		$262K Buy
22,270
+8,890
+66% +$108K 0.12% 180
2022
Q1 		$176K Buy
+13,380
New +$186K 0.07% 231

Other funds holding NEA

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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

L.M. Kohn & Company's NEA Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2025, closing a stake of 13,170 shares — an estimated $144K sold.

L.M. Kohn & Company first reported a position in NEA in Q1 2022 and held it in 12 quarters. The position peaked at $262K in Q2 2022. 285 funds tracked by Wall St. Rank hold NEA as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 13,170 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $144K.
  • L.M. Kohn & Company first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2022 and held it in 12 quarters.
  • L.M. Kohn & Company's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $262K in Q2 2022.
  • 285 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.