Moisand Fitzgerald Tamayo’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Moisand Fitzgerald Tamayo’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	$6.84K	Hold	583	–	–	﹤0.01%	405
2026 Q1	$6.55K	Hold	583	–	–	﹤0.01%	383
2025 Q4	$6.78K	Hold	583	–	–	﹤0.01%	384
2025 Q3	$6.64K	Hold	583	–	–	﹤0.01%	400
2025 Q2	$6.37K	Hold	583	–	–	﹤0.01%	389
2025 Q1	$6.53K	Hold	583	–	–	﹤0.01%	389
2024 Q4	$6.58K	Hold	583	–	–	﹤0.01%	391
2024 Q3	$6.98K	Hold	583	–	–	﹤0.01%	396
2024 Q2	$6.68K	Hold	583	–	–	﹤0.01%	354
2024 Q1	$6.45K	Hold	583	–	–	﹤0.01%	365
2023 Q4	$6.41K	Hold	583	–	–	﹤0.01%	397
2023 Q3	$5.64K	Hold	583	–	–	﹤0.01%	417
2023 Q2	$6.37K	Hold	583	–	–	﹤0.01%	379
2023 Q1	$6.48K	Hold	583	–	–	﹤0.01%	378
2022 Q4	$6.63K	Hold	583	–	–	﹤0.01%	363
2022 Q3	$6K	Hold	583	–	–	﹤0.01%	344
2022 Q2	$7K	Buy	+583	New	+$7.1K	﹤0.01%	297
2022 Q1	–	Sell	-583	Closed	-$9K	–	599
2021 Q4	$9K	Hold	583	–	–	﹤0.01%	266
2021 Q3	$9K	Hold	583	–	–	﹤0.01%	255
2021 Q2	$9K	Hold	583	–	–	﹤0.01%	273
2021 Q1	$9K	Hold	583	–	–	﹤0.01%	222
2020 Q4	$9K	Hold	583	–	–	﹤0.01%	223
2020 Q3	$8K	Hold	583	–	–	﹤0.01%	210
2020 Q2	$8K	Buy	+583	New	+$7.88K	﹤0.01%	197

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

Moisand Fitzgerald Tamayo's NEA Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 583 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Moisand Fitzgerald Tamayo first reported a position in NEA in Q2 2020 and has held it in 24 quarters since. The position peaked at $9K in Q4 2021. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Moisand Fitzgerald Tamayo held 583 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $6.84K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #405 holding.
Moisand Fitzgerald Tamayo first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2020 and has held it in 24 quarters since.
Moisand Fitzgerald Tamayo's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $9K in Q4 2021.
297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.