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McGowan Group Asset Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

McGowan Group Asset 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
Q1 		$16M Buy
1,428,679
+18,306
+1% +$213K 2.04% 19
2025
Q4 		$16.4M Buy
1,410,373
+61,109
+5% +$703K 2.04% 17
2025
Q3 		$15.4M Buy
1,349,264
+62,066
+5% +$683K 1.91% 17
2025
Q2 		$14.1M Buy
1,287,198
+123,241
+11% +$1.34M 1.77% 21
2025
Q1 		$13M Buy
1,163,957
+44,901
+4% +$511K 1.72% 18
2024
Q4 		$12.6M Buy
1,119,056
+187,068
+20% +$2.18M 1.69% 20
2024
Q3 		$11.2M Buy
931,988
+416,453
+81% +$4.84M 1.47% 25
2024
Q2 		$5.91M Buy
515,535
+421,322
+447% +$4.61M 0.82% 28
2024
Q1 		$1.04M Buy
+94,213
New +$1.03M 0.15% 50
2023
Q3 		– Sell
-655,427
Closed -$7.16M – 134
2023
Q2 		$7.16M Sell
655,427
-9,307
-1% -$102K 1.12% 27
2023
Q1 		$7.39M Sell
664,734
-6,142
-0.9% -$68.6K 1.17% 24
2022
Q4 		$7.63M Buy
670,876
+24,039
+4% +$262K 1.21% 23
2022
Q3 		$6.86M Buy
646,837
+480,499
+289% +$5.77M 1.19% 25
2022
Q2 		$1.95M Buy
+166,338
New +$2.03M 0.33% 36
2016
Q1 		– Sell
-350,080
Closed -$4.85M – 117
2015
Q4 		$4.85M Sell
350,080
-10,651
-3% -$141K 0.96% 30
2015
Q3 		$4.7M Sell
360,731
-9,034
-2% -$117K 0.93% 34
2015
Q2 		$4.71M Sell
369,765
-3,478
-0.9% -$46.8K 0.97% 30
2015
Q1 		$5.17M Buy
373,243
+3,865
+1% +$53.8K 1.05% 22
2014
Q4 		$5.11M Buy
+369,378
New +$5.05M 1.03% 35

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

McGowan Group Asset Management's NEA Position: Q1 2026 in Review

McGowan Group Asset Management increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.3% in Q1 2026, buying an estimated $213K and bringing the position to 1,428,679 shares worth $16M. The position accounts for 2.04% of the portfolio, ranked #19.

McGowan Group Asset Management first reported a position in NEA in Q4 2014 and has held it in 19 quarters since. The position peaked at $16.4M in Q4 2025. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

  • McGowan Group Asset Management held 1,428,679 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $16M as of Q1 2026.
  • McGowan Group Asset Management bought 18,306 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $213K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 2.04% of McGowan Group Asset Management's portfolio in Q1 2026, its #19 holding.
  • McGowan Group Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2014 and has held it in 19 quarters since.
  • McGowan Group Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $16.4M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on McGowan Group Asset Management's 13F filing for Q1 2026, filed 11 May 2026.