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

MSH Capital 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
Q1 		$267K Buy
23,770
+2,150
+10% +$25K 0.06% 235
2025
Q4 		$251K Buy
+21,620
New +$249K 0.05% 239

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

MSH Capital Advisors's NEA Position: Q1 2026 in Review

MSH Capital Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 9.9% in Q1 2026, buying an estimated $25K and bringing the position to 23,770 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #235.

MSH Capital Advisors first reported a position in NEA in Q4 2025 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

  • MSH Capital Advisors held 23,770 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $267K as of Q1 2026.
  • MSH Capital Advisors bought 2,150 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $25K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.06% of MSH Capital Advisors's portfolio in Q1 2026, its #235 holding.
  • MSH Capital Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.