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Plan Group Financial’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Plan Group Financial’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 		$160K Hold
13,588
– – 0.03% 241
2026
Q1 		$153K Hold
13,588
– – 0.04% 224
2025
Q4 		$158K Hold
13,588
– – 0.04% 199
2025
Q3 		$155K Buy
13,588
+1,307
+11% +$14.4K 0.04% 182
2025
Q2 		$134K Buy
+12,281
New +$133K 0.04% 157

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Plan Group Financial's NEA Position: Q2 2026 in Review

Plan Group Financial held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 13,588 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #241.

Plan Group Financial first reported a position in NEA in Q2 2025 and has held it in 5 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Plan Group Financial held 13,588 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $160K as of Q2 2026.
  • Plan Group Financial left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.03% of Plan Group Financial's portfolio in Q2 2026, its #241 holding.
  • Plan Group Financial first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.