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

Melfa 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	$191K	Sell	16,259 -2,723	-14%	-$31.3K	0.1%	169
2026 Q1	$213K	Hold	18,982	–	–	0.12%	157
2025 Q4	$221K	Hold	18,982	–	–	0.13%	160
2025 Q3	$216K	Hold	18,982	–	–	0.13%	161
2025 Q2	$207K	Hold	18,982	–	–	0.13%	158
2025 Q1	$213K	Hold	18,982	–	–	0.14%	160
2024 Q4	$214K	Hold	18,982	–	–	0.14%	158
2024 Q3	$227K	Hold	18,982	–	–	0.15%	153
2024 Q2	$218K	Buy	+18,982	New	+$208K	0.15%	151

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

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

Melfa Wealth Management reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 14% in Q2 2026, selling an estimated $31.3K and leaving 16,259 shares worth $191K. The position accounts for 0.1% of the portfolio, ranked #169.

Melfa Wealth Management first reported a position in NEA in Q2 2024 and has held it in 9 quarters since. The position peaked at $227K in Q3 2024. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Melfa Wealth Management held 16,259 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $191K as of Q2 2026.
Melfa Wealth Management sold 2,723 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $31.3K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.1% of Melfa Wealth Management's portfolio in Q2 2026, its #169 holding.
Melfa Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2024 and has held it in 9 quarters since.
Melfa Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $227K in Q3 2024.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.