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 Q2	$124K	Buy	10,526 +116	+1%	+$1.33K	0.01%	775
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 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

Nations Financial Group's NEA Position: Q2 2026 in Review

Nations Financial Group increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.1% in Q2 2026, buying an estimated $1.33K and bringing the position to 10,526 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #775.

Nations Financial Group first reported a position in NEA in Q4 2015 and has held it in 12 quarters since. The position peaked at $202K in Q2 2016. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Nations Financial Group held 10,526 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $124K as of Q2 2026.
Nations Financial Group bought 116 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $1.33K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #775 holding.
Nations Financial Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2015 and has held it in 12 quarters since.
Nations Financial Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $202K in Q2 2016.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.