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Legacy Wealth Management (Idaho)’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Legacy Wealth Management (Idaho)’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
Q4 		– Sell
-97
Closed -$1.1K – 951
2025
Q3 		$1.1K Buy
+97
New +$1.07K ﹤0.01% 612

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s NEA Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2025, closing a stake of 97 shares — an estimated $1.1K sold.

Legacy Wealth Management (Idaho) first reported a position in NEA in Q3 2025 and held it in 1 quarter. The position peaked at $1.1K in Q3 2025. 292 funds tracked by Wall St. Rank hold NEA as of Q4 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 97 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $1.1K.
  • Legacy Wealth Management (Idaho) first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.1K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.