MBA Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

MBA Advisors’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	$1.1M	Buy	+94,110	New	+$1.08M	0.37%	55
2025 Q4	–	Sell	-20,000	Closed	-$228K	–	144
2025 Q3	$228K	Hold	20,000	–	–	0.1%	130
2025 Q2	$218K	Hold	20,000	–	–	0.1%	129
2025 Q1	$224K	Buy	20,000 +1,600	+9%	+$18.2K	0.11%	124
2024 Q4	$208K	Hold	18,400	–	–	0.1%	125
2024 Q3	$220K	Hold	18,400	–	–	0.11%	122
2024 Q2	$211K	Hold	18,400	–	–	0.11%	121
2024 Q1	$204K	Hold	18,400	–	–	0.11%	125
2023 Q4	$202K	Hold	18,400	–	–	0.11%	121
2023 Q3	$178K	Hold	18,400	–	–	0.11%	115
2023 Q2	$201K	Sell	18,400 -9,500	-34%	-$104K	0.12%	118
2023 Q1	$310K	Hold	27,900	–	–	0.19%	93
2022 Q4	$317K	Hold	27,900	–	–	0.21%	92
2022 Q3	$296K	Hold	27,900	–	–	0.21%	93
2022 Q2	$328K	Hold	27,900	–	–	0.23%	89
2022 Q1	$367K	Hold	27,900	–	–	0.23%	98
2021 Q4	$435K	Hold	27,900	–	–	0.27%	90
2021 Q3	$424K	Hold	27,900	–	–	0.31%	82
2021 Q2	$438K	Hold	27,900	–	–	0.2%	85
2021 Q1	$413K	Buy	+27,900	New	+$413K	0.23%	83

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

MBA Advisors's NEA Position: Q2 2026 in Review

MBA Advisors opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026: 94,110 shares worth $1.1M. The stake represents 0.37% of the portfolio and ranks #55 among its holdings. This is a return to the name: MBA Advisors previously reported a position in NEA as recently as Q3 2025.

MBA Advisors first reported a position in NEA in Q1 2021 and has held it in 20 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

MBA Advisors held 94,110 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.1M as of Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund was a new MBA Advisors position in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.37% of MBA Advisors's portfolio in Q2 2026, its #55 holding.
MBA Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2021 and has held it in 20 quarters since.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.