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

Mezzasalma 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	$187K	Sell	15,910 -2,467	-13%	-$28.3K	0.04%	168
2026 Q1	$206K	Buy	18,377 +199	+1%	+$2.31K	0.05%	149
2025 Q4	$212K	Buy	18,178 +398	+2%	+$4.58K	0.05%	154
2025 Q3	$203K	Sell	17,780 -1,264	-7%	-$13.9K	0.05%	156
2025 Q2	$208K	Buy	19,044 +344	+2%	+$3.73K	0.06%	139
2025 Q1	$209K	Buy	18,700 +222	+1%	+$2.53K	0.07%	139
2024 Q4	$208K	Buy	+18,478	New	+$215K	0.07%	137

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

Mezzasalma Advisors's NEA Position: Q2 2026 in Review

Mezzasalma Advisors reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 13% in Q2 2026, selling an estimated $28.3K and leaving 15,910 shares worth $187K. The position accounts for 0.04% of the portfolio, ranked #168.

Mezzasalma Advisors first reported a position in NEA in Q4 2024 and has held it in 7 quarters since. The position peaked at $212K in Q4 2025. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Mezzasalma Advisors held 15,910 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $187K as of Q2 2026.
Mezzasalma Advisors sold 2,467 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $28.3K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.04% of Mezzasalma Advisors's portfolio in Q2 2026, its #168 holding.
Mezzasalma Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
Mezzasalma Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $212K in Q4 2025.
297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.