Naples Global Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Naples Global 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 Q2	$784K	Hold	66,431	–	–	0.05%	281
2026 Q1	$751K	Sell	66,431 -1,375	-2%	-$16K	0.05%	268
2025 Q4	$789K	Sell	67,806 -500	-0.7%	-$5.75K	0.06%	262
2025 Q3	$783K	Hold	68,306	–	–	0.06%	265
2025 Q2	$751K	Sell	68,306 -2,590	-4%	-$28.1K	0.06%	260
2025 Q1	$799K	Sell	70,896 -17,075	-19%	-$194K	0.08%	240
2024 Q4	$992K	Sell	87,971 -1,812	-2%	-$21.1K	0.09%	222
2024 Q3	$1.08M	Sell	89,783 -2,685	-3%	-$31.2K	0.1%	221
2024 Q2	$1.07M	Sell	92,468 -1,425	-2%	-$15.6K	0.11%	210
2024 Q1	$1.04M	Sell	93,893 -10,875	-10%	-$119K	0.11%	213
2023 Q4	$1.15M	Sell	104,768 -7,539	-7%	-$76.9K	0.13%	199
2023 Q3	$1.09M	Buy	112,307 +752	+0.7%	+$7.9K	0.13%	191
2023 Q2	$1.22M	Buy	111,555 +13,375	+14%	+$146K	0.14%	184
2023 Q1	$1.1M	Buy	+98,180	New	+$1.1M	0.14%	193
2020 Q3	–	Sell	-10,716	Closed	-$149K	–	349
2020 Q2	$149K	Hold	10,716	–	–	0.03%	330
2020 Q1	$145K	Buy	+10,716	New	+$152K	0.04%	304

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

Naples Global Advisors's NEA Position: Q2 2026 in Review

Naples Global Advisors held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 66,431 shares worth $784K. The position accounts for 0.05% of the portfolio, ranked #281.

Naples Global Advisors first reported a position in NEA in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.22M in Q2 2023. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Naples Global Advisors held 66,431 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $784K as of Q2 2026.
Naples Global Advisors left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.05% of Naples Global Advisors's portfolio in Q2 2026, its #281 holding.
Naples Global Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2020 and has held it in 16 quarters since.
Naples Global Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.22M in Q2 2023.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.