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 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

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

MYeCFO's NEA Position: Q2 2026 in Review

MYeCFO reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 6.2% in Q2 2026, selling an estimated $37.9K and leaving 49,900 shares worth $586K. The position accounts for 0.22% of the portfolio, ranked #43.

MYeCFO first reported a position in NEA in Q4 2022 and has held it in 15 quarters since. The position peaked at $694K in Q2 2023. 296 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

MYeCFO held 49,900 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $586K as of Q2 2026.
MYeCFO sold 3,300 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $37.9K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.22% of MYeCFO's portfolio in Q2 2026, its #43 holding.
MYeCFO first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
MYeCFO's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $694K in Q2 2023.
296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

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