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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lantz Financial's NEA Position: Q2 2026 in Review

Lantz Financial increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 26% in Q2 2026, buying an estimated $50.5K and bringing the position to 21,063 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #236.

Lantz Financial first reported a position in NEA in Q2 2022 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Lantz Financial held 21,063 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $247K as of Q2 2026.
Lantz Financial bought 4,400 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $50.5K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.05% of Lantz Financial's portfolio in Q2 2026, its #236 holding.
Lantz Financial first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2022 and has held it in 7 quarters since.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.