Lantz Financial’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Lantz Financial’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 Q3	–	Sell	-21,063	Closed	-$247K	–	270
2026 Q2	$247K	Buy	21,063 +4,400	+26%	+$50.5K	0.05%	236
2026 Q1	$187K	Hold	16,663	–	–	0.04%	237
2025 Q4	$194K	Buy	+16,663	New	+$192K	0.04%	245
2023 Q2	–	Sell	-10,210	Closed	-$114K	–	194
2023 Q1	$114K	Buy	10,210 +161	+2%	+$1.8K	0.05%	189
2022 Q4	$114K	Hold	10,049	–	–	0.05%	180
2022 Q3	$107K	Sell	10,049 -845	-8%	-$10.2K	0.06%	161
2022 Q2	$128K	Buy	+10,894	New	+$133K	0.06%	167

Other funds holding NEA

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Lantz Financial's NEA Position: Q3 2026 in Review

Lantz Financial sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2026, closing a stake of 21,063 shares — an estimated $247K sold.

Lantz Financial first reported a position in NEA in Q2 2022 and held it in 7 quarters. The position peaked at $247K in Q2 2026. 80 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

Lantz Financial reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2026 after selling out during the quarter.
Lantz Financial sold 21,063 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $247K.
Lantz Financial first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2022 and held it in 7 quarters.
Lantz Financial's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $247K in Q2 2026.
80 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.