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

Peterson Wealth 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 Q2	$44.9K	Buy	3,828 +22	+0.6%	+$253	0.02%	83
2026 Q1	$42.7K	Buy	+3,806	New	+$44.3K	0.02%	80
2020 Q2	–	Sell	-10,818	Closed	-$146K	–	47
2020 Q1	$146K	Buy	10,818 +56	+0.5%	+$797	0.18%	42
2019 Q4	$155K	Buy	+10,762	New	+$153K	0.14%	43

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

Peterson Wealth Management's NEA Position: Q2 2026 in Review

Peterson Wealth Management increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.58% in Q2 2026, buying an estimated $253 and bringing the position to 3,828 shares worth $44.9K. The position accounts for 0.02% of the portfolio, ranked #83.

Peterson Wealth Management first reported a position in NEA in Q4 2019 and has held it in 4 quarters since. The position peaked at $155K in Q4 2019. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Peterson Wealth Management held 3,828 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $44.9K as of Q2 2026.
Peterson Wealth Management bought 22 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $253.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of Peterson Wealth Management's portfolio in Q2 2026, its #83 holding.
Peterson Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and has held it in 4 quarters since.
Peterson Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $155K in Q4 2019.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.