Penserra Capital Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Penserra Capital Management’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	$12K	Buy	+1,156	New	+$13.4K	﹤0.01%	856
2024 Q3	–	Sell	-718,775	Closed	-$8.24M	–	1250
2024 Q2	$8.24M	Buy	718,775 +15,973	+2%	+$175K	0.1%	177
2024 Q1	$7.78M	Buy	+702,802	New	+$7.71M	0.1%	179
2023 Q3	–	Sell	-295,457	Closed	-$3.23M	–	1325
2023 Q2	$3.23M	Buy	295,457 +18,412	+7%	+$201K	0.06%	226
2023 Q1	$3.08M	Buy	+277,045	New	+$3.09M	0.06%	221
2022 Q3	–	Sell	-244,045	Closed	-$2.87M	–	1127
2022 Q2	$2.87M	Sell	244,045 -4,059	-2%	-$49.5K	0.08%	250
2022 Q1	$3.26M	Sell	248,104 -193,421	-44%	-$2.7M	0.08%	282
2021 Q4	$6.89M	Buy	441,525 +6,129	+1%	+$93.3K	0.15%	204
2021 Q3	$6.61M	Buy	+435,396	New	+$6.88M	0.14%	203

Other funds holding NEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Penserra Capital Management's NEA Position: Q1 2026 in Review

Penserra Capital Management opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026: 1,156 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings. This is a return to the name: Penserra Capital Management previously reported a position in NEA as recently as Q2 2024.

Penserra Capital Management first reported a position in NEA in Q3 2021 and has held it in 9 quarters since. The position peaked at $8.24M in Q2 2024. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

Penserra Capital Management held 1,156 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $12K as of Q1 2026.
Nuveen AMT-Free Quality Municipal Income Fund was a new Penserra Capital Management position in Q1 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Penserra Capital Management's portfolio in Q1 2026, its #856 holding.
Penserra Capital Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2021 and has held it in 9 quarters since.
Penserra Capital Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $8.24M in Q2 2024.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.