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Melone Private Wealth’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Melone Private Wealth’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 		$10.1M Buy
862,704
+150,967
+21% +$1.73M 3.86% 10
2026
Q1 		$7.99M Buy
711,737
+59,845
+9% +$696K 3.26% 11
2025
Q4 		$7.58M Buy
651,892
+220,961
+51% +$2.54M 3.22% 12
2025
Q3 		$4.91M Buy
430,931
+85,840
+25% +$944K 2.22% 19
2025
Q2 		$3.74M Buy
345,091
+115,720
+50% +$1.25M 1.91% 20
2025
Q1 		$2.57M Buy
229,371
+11,873
+5% +$135K 1.34% 20
2024
Q4 		$2.45M Buy
217,498
+3,565
+2% +$41.5K 1.27% 20
2024
Q3 		$2.56M Buy
213,933
+5,583
+3% +$64.9K 1.36% 19
2024
Q2 		$2.39M Buy
208,350
+4,494
+2% +$49.2K 1.41% 20
2024
Q1 		$2.26M Buy
203,856
+1,546
+0.8% +$17K 1.35% 20
2023
Q4 		$2.23M Buy
202,310
+3,477
+2% +$35.5K 1.42% 20
2023
Q3 		$1.92M Buy
198,833
+1,910
+1% +$20.1K 1.38% 21
2023
Q2 		$2.15M Buy
196,923
+1,243
+0.6% +$13.6K 1.52% 20
2023
Q1 		$2.18M Buy
195,680
+3,608
+2% +$40.3K 1.66% 18
2022
Q4 		$2.18M Buy
192,072
+2,303
+1% +$25.1K 1.85% 18
2022
Q3 		$2.06M Buy
189,769
+3,862
+2% +$46.4K 1.8% 20
2022
Q2 		$2.29M Buy
185,907
+15,208
+9% +$185K 1.94% 19
2022
Q1 		$2.14M Buy
170,699
+71,810
+73% +$1M 1.75% 21
2021
Q4 		$1.54M Buy
+98,889
New +$1.5M 1.16% 25

Other funds holding NEA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return