MWM
NEA icon

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

Modern 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
Q1 		$1.18M Sell
103,556
-10,600
-9% -$123K 0.02% 386
2025
Q4 		$1.33M Sell
114,156
-11,010
-9% -$127K 0.02% 357
2025
Q3 		$1.43M Hold
125,166
– – 0.03% 330
2025
Q2 		$1.37M Sell
125,166
-7,000
-5% -$75.9K 0.03% 319
2025
Q1 		$1.48M Sell
132,166
-8,368
-6% -$95.3K 0.05% 248
2024
Q4 		$1.59M Buy
140,534
+124,158
+758% +$1.44M 0.06% 206
2024
Q3 		$196K Hold
16,376
– – 0.01% 417
2024
Q2 		$188K Buy
+16,376
New +$179K 0.01% 384

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
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return