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

MYeCFO’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 Q3	$497K	Hold	49,900	–	–	0.19%	56
2026 Q2	$586K	Sell	49,900 -3,300	-6%	-$37.9K	0.22%	43
2026 Q1	$597K	Hold	53,200	–	–	0.25%	43
2025 Q4	$619K	Hold	53,200	–	–	0.26%	42
2025 Q3	$606K	Sell	53,200 -1,000	-2%	-$11K	0.28%	41
2025 Q2	$592K	Buy	54,200 +1,700	+3%	+$18.4K	0.29%	39
2025 Q1	$588K	Buy	52,500 +1,100	+2%	+$12.5K	0.31%	39
2024 Q4	$580K	Sell	51,400 -3,000	-6%	-$34.9K	0.31%	38
2024 Q3	$651K	Sell	54,400 -1,000	-2%	-$11.6K	0.35%	35
2024 Q2	$635K	Sell	55,400 -1,100	-2%	-$12K	0.37%	33
2024 Q1	$625K	Hold	56,500	–	–	0.37%	32
2023 Q4	$622K	Sell	56,500 -7,800	-12%	-$79.6K	0.39%	34
2023 Q3	$622K	Buy	64,300 +800	+1%	+$8.4K	0.43%	32
2023 Q2	$694K	Buy	63,500 +5,100	+9%	+$55.8K	0.5%	29
2023 Q1	$649K	Buy	58,400 +13,600	+30%	+$152K	0.49%	28
2022 Q4	$509K	Buy	+44,800	New	+$489K	0.42%	30

Other funds holding NEA

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MYeCFO's NEA Position: Q3 2026 in Review

MYeCFO held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q3 2026 at 49,900 shares worth $497K. The position accounts for 0.19% of the portfolio, ranked #56.

MYeCFO first reported a position in NEA in Q4 2022 and has held it in 16 quarters since. The position peaked at $694K in Q2 2023. 118 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

MYeCFO held 49,900 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $497K as of Q3 2026.
MYeCFO left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q3 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.19% of MYeCFO's portfolio in Q3 2026, its #56 holding.
MYeCFO first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and has held it in 16 quarters since.
MYeCFO's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $694K in Q2 2023.
118 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.