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Nations Financial Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Nations Financial Group’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 		$117K Sell
10,410
-1,026
-9% -$11.9K 0.01% 756
2025
Q4 		$133K Buy
11,436
+155
+1% +$1.78K 0.01% 730
2025
Q3 		$129K Sell
11,281
-2,005
-15% -$22.1K 0.01% 698
2025
Q2 		$145K Buy
13,286
+141
+1% +$1.53K 0.01% 661
2025
Q1 		$147K Buy
13,145
+89
+0.7% +$1.01K 0.01% 636
2024
Q4 		$147K Sell
13,056
-2,111
-14% -$24.6K 0.01% 651
2024
Q3 		$182K Buy
+15,167
New +$176K 0.01% 649
2016
Q4 		– Sell
-13,688
Closed -$200K – 157
2016
Q3 		$200K Buy
13,688
+170
+1% +$2.53K 0.2% 154
2016
Q2 		$202K Buy
13,518
+172
+1% +$2.52K 0.21% 143
2016
Q1 		$190K Buy
13,346
+119
+0.9% +$1.66K 0.22% 137
2015
Q4 		$183K Buy
+13,227
New +$175K 0.24% 122

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B 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 $501B 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 $564B 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 $376B 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 $528B AUM 27.57% 1-Year Est. Return