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

NewEdge Wealth’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	$1.46M	Buy	124,545 +865	+0.7%	+$9.94K	0.01%	550
2026 Q1	$1.39M	Buy	123,680 +1,280	+1%	+$14.9K	0.02%	529
2025 Q4	$1.42M	Buy	122,400 +21,100	+21%	+$243K	0.02%	538
2025 Q3	$1.18M	Buy	101,300 +8,000	+9%	+$88K	0.02%	528
2025 Q2	$1.02M	Sell	93,300 -61,870	-40%	-$671K	0.02%	523
2025 Q1	$1.74M	Buy	155,170 +45,920	+42%	+$523K	0.03%	378
2024 Q4	$1.23M	Buy	109,250 +47,200	+76%	+$549K	0.02%	444
2024 Q3	$743K	Buy	+62,050	New	+$721K	0.01%	528

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

NewEdge Wealth's NEA Position: Q2 2026 in Review

NewEdge Wealth increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.7% in Q2 2026, buying an estimated $9.94K and bringing the position to 124,545 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #550.

NewEdge Wealth first reported a position in NEA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q1 2025. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

NewEdge Wealth held 124,545 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.46M as of Q2 2026.
NewEdge Wealth bought 865 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $9.94K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #550 holding.
NewEdge Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2024 and has held it in 8 quarters since.
NewEdge Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.74M in Q1 2025.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

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