Petra Financial Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Petra Financial Advisors’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	–	Sell	-119,654	Closed	-$1.39M	–	135
2025 Q4	$1.39M	Sell	119,654 -9,002	-7%	-$104K	0.82%	35
2025 Q3	$1.47M	Sell	128,656 -1,688	-1%	-$18.6K	0.85%	32
2025 Q2	$1.42M	Buy	130,344 +24	+0%	+$260	0.9%	31
2025 Q1	$1.46M	Buy	130,320 +1,781	+1%	+$20.3K	1.2%	22
2024 Q4	$1.45M	Hold	128,539	–	–	0.99%	28
2024 Q3	$1.54M	Sell	128,539 -705	-0.5%	-$8.19K	1.02%	28
2024 Q2	$1.48M	Sell	129,244 -1,900	-1%	-$20.8K	1.07%	31
2024 Q1	$1.45M	Hold	131,144	–	–	1.07%	30
2023 Q4	$1.44M	Sell	131,144 -2,972	-2%	-$30.3K	1.2%	28
2023 Q3	$1.3M	Sell	134,116 -2,665	-2%	-$28K	1.08%	28
2023 Q2	$1.5M	Hold	136,781	–	–	1.33%	23
2023 Q1	$1.52M	Sell	136,781 -921	-0.7%	-$10.3K	1.51%	17
2022 Q4	$1.57M	Buy	+137,702	New	+$1.5M	1.72%	20

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Petra Financial Advisors's NEA Position: Q1 2026 in Review

Petra Financial Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026, closing a stake of 119,654 shares — an estimated $1.39M sold.

Petra Financial Advisors first reported a position in NEA in Q4 2022 and held it in 13 quarters. The position peaked at $1.57M in Q4 2022. 301 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

Petra Financial Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
Petra Financial Advisors sold 119,654 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $1.39M.
Petra Financial Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 13 quarters.
Petra Financial Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.57M in Q4 2022.
301 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.