North Star Investment Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-12,164
| Closed | -$139K | – | 1602 |
|
|
2025
Q3 | $139K | Hold |
12,164
| – | – | 0.01% | 481 |
|
|
2025
Q2 | $133K | Hold |
12,164
| – | – | 0.01% | 487 |
|
|
2025
Q1 | $136K | Hold |
12,164
| – | – | 0.01% | 470 |
|
|
2024
Q4 | $137K | Hold |
12,164
| – | – | 0.01% | 464 |
|
|
2024
Q3 | $146K | Hold |
12,164
| – | – | 0.01% | 454 |
|
|
2024
Q2 | $139K | Hold |
12,164
| – | – | 0.01% | 458 |
|
|
2024
Q1 | $135K | Hold |
12,164
| – | – | 0.01% | 473 |
|
|
2023
Q4 | $134K | Hold |
12,164
| – | – | 0.01% | 467 |
|
|
2023
Q3 | $118K | Hold |
12,164
| – | – | 0.01% | 483 |
|
|
2023
Q2 | $133K | Hold |
12,164
| – | – | 0.01% | 480 |
|
|
2023
Q1 | $135K | Hold |
12,164
| – | – | 0.01% | 479 |
|
|
2022
Q4 | $138K | Hold |
12,164
| – | – | 0.01% | 458 |
|
|
2022
Q3 | $129K | Hold |
12,164
| – | – | 0.01% | 412 |
|
|
2022
Q2 | $143K | Hold |
12,164
| – | – | 0.01% | 403 |
|
|
2022
Q1 | $160K | Hold |
12,164
| – | – | 0.01% | 402 |
|
|
2021
Q4 | $190K | Sell |
12,164
-1,636
| -12% | -$24.9K | 0.01% | 401 |
|
|
2021
Q3 | $210K | Buy |
13,800
+18
| +0.1% | +$284 | 0.02% | 379 |
|
|
2021
Q2 | $216K | Buy |
13,782
+1,618
| +13% | +$24.6K | 0.02% | 383 |
|
|
2021
Q1 | $180K | Hold |
12,164
| – | – | 0.02% | 372 |
|
|
2020
Q4 | $184K | Hold |
12,164
| – | – | 0.02% | 365 |
|
|
2020
Q3 | $174K | Hold |
12,164
| – | – | 0.02% | 359 |
|
|
2020
Q2 | $169K | Hold |
12,164
| – | – | 0.02% | 347 |
|
|
2020
Q1 | $165K | Hold |
12,164
| – | – | 0.02% | 343 |
|
|
2019
Q4 | $175K | Hold |
12,164
| – | – | 0.02% | 372 |
|
|
2019
Q3 | $174K | Hold |
12,164
| – | – | 0.02% | 366 |
|
|
2019
Q2 | $168K | Hold |
12,164
| – | – | 0.02% | 367 |
|
|
2019
Q1 | $163K | Hold |
12,164
| – | – | 0.02% | 379 |
|
|
2018
Q4 | $150K | Hold |
12,164
| – | – | 0.02% | 364 |
|
|
2018
Q3 | $154K | Hold |
12,164
| – | – | 0.02% | 378 |
|
|
2018
Q2 | $158K | Hold |
12,164
| – | – | 0.02% | 381 |
|
|
2018
Q1 | $158K | Hold |
12,164
| – | – | 0.02% | 377 |
|
|
2017
Q4 | $167K | Hold |
12,164
| – | – | 0.02% | 363 |
|
|
2017
Q3 | $168K | Hold |
12,164
| – | – | 0.02% | 370 |
|
|
2017
Q2 | $167K | Hold |
12,164
| – | – | 0.02% | 377 |
|
|
2017
Q1 | $163K | Hold |
12,164
| – | – | 0.02% | 359 |
|
|
2016
Q4 | $162K | Buy |
+12,164
| New | +$164K | 0.02% | 344 |
|
Other funds holding NEA
BI
GC
HWAM
MGAM
North Star Investment Management's NEA Position: Q4 2025 in Review
North Star Investment Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2025, closing a stake of 12,164 shares — an estimated $139K sold.
North Star Investment Management first reported a position in NEA in Q4 2016 and held it in 36 quarters. The position peaked at $216K in Q2 2021. 292 funds tracked by Wall St. Rank hold NEA as of Q4 2025.
- North Star Investment Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
- North Star Investment Management sold 12,164 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $139K.
- North Star Investment Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2016 and held it in 36 quarters.
- North Star Investment Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $216K in Q2 2021.
- 292 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2025.
Based on North Star Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.