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Maridea Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Maridea Wealth Management’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 		$164K Buy
13,985
+2,536
+22% +$29.1K 0.02% 540
2026
Q1 		$129K Buy
11,449
+1,429
+14% +$16.6K 0.02% 450
2025
Q4 		$117K Buy
+10,020
New +$115K 0.02% 399
2025
Q3 		– Sell
-10,508
Closed -$115K – 440
2025
Q2 		$115K Sell
10,508
-123
-1% -$1.33K 0.03% 268
2025
Q1 		$119K Buy
10,631
+46
+0.4% +$524 0.04% 226
2024
Q4 		$119K Buy
+10,585
New +$123K 0.04% 227

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

Maridea Wealth Management's NEA Position: Q2 2026 in Review

Maridea Wealth Management increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 22% in Q2 2026, buying an estimated $29.1K and bringing the position to 13,985 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #540.

Maridea Wealth Management first reported a position in NEA in Q4 2024 and has held it in 6 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Maridea Wealth Management held 13,985 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $164K as of Q2 2026.
  • Maridea Wealth Management bought 2,536 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $29.1K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of Maridea Wealth Management's portfolio in Q2 2026, its #540 holding.
  • Maridea Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.