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

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

Melone Private Wealth's NEA Position: Q2 2026 in Review

Melone Private Wealth increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 21% in Q2 2026, buying an estimated $1.73M and bringing the position to 862,704 shares worth $10.1M. The position accounts for 3.86% of the portfolio, ranked #10.

Melone Private Wealth first reported a position in NEA in Q4 2021 and has held it in 19 quarters since. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Melone Private Wealth held 862,704 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $10.1M as of Q2 2026.
Melone Private Wealth bought 150,967 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $1.73M.
Nuveen AMT-Free Quality Municipal Income Fund made up 3.86% of Melone Private Wealth's portfolio in Q2 2026, its #10 holding.
Melone Private Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and has held it in 19 quarters since.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.