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

Pointe 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 Q2	$231K	Sell	19,715 -1,300	-6%	-$14.9K	0.1%	146
2026 Q1	$236K	Hold	21,015	–	–	0.12%	140
2025 Q4	$244K	Hold	21,015	–	–	0.12%	137
2025 Q3	$239K	Hold	21,015	–	–	0.12%	141
2025 Q2	$229K	Hold	21,015	–	–	0.12%	143
2025 Q1	$235K	Hold	21,015	–	–	0.14%	139
2024 Q4	$237K	Sell	21,015 -1,010	-5%	-$11.7K	0.14%	139
2024 Q3	$264K	Hold	22,025	–	–	0.15%	132
2024 Q2	$252K	Buy	22,025 +4,550	+26%	+$49.8K	0.16%	131
2024 Q1	$193K	Hold	17,475	–	–	0.12%	156
2023 Q4	$192K	Sell	17,475 -10,581	-38%	-$108K	0.13%	149
2023 Q3	$272K	Sell	28,056 -353	-1%	-$3.71K	0.2%	118
2023 Q2	$311K	Hold	28,409	–	–	0.23%	113
2023 Q1	$316K	Hold	28,409	–	–	0.23%	113
2022 Q4	$323K	Sell	28,409 -8,412	-23%	-$91.8K	0.25%	107
2022 Q3	$390K	Sell	36,821 -6,066	-14%	-$72.9K	0.31%	85
2022 Q2	$504K	Sell	42,887 -3,032	-7%	-$36.9K	0.38%	70
2022 Q1	$603K	Sell	45,919 -2,021	-4%	-$28.2K	0.39%	66
2021 Q4	$748K	Hold	47,940	–	–	0.46%	56
2021 Q3	$728K	Hold	47,940	–	–	0.5%	52
2021 Q2	$753K	Sell	47,940 -17,114	-26%	-$260K	0.53%	46
2021 Q1	$964K	Buy	+65,054	New	+$964K	0.68%	37

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

Pointe Capital Management's NEA Position: Q2 2026 in Review

Pointe Capital Management reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 6.2% in Q2 2026, selling an estimated $14.9K and leaving 19,715 shares worth $231K. The position accounts for 0.1% of the portfolio, ranked #146.

Pointe Capital Management first reported a position in NEA in Q1 2021 and has held it in 22 quarters since. The position peaked at $964K in Q1 2021. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Pointe Capital Management held 19,715 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $231K as of Q2 2026.
Pointe Capital Management sold 1,300 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $14.9K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.1% of Pointe Capital Management's portfolio in Q2 2026, its #146 holding.
Pointe Capital Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2021 and has held it in 22 quarters since.
Pointe Capital Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $964K in Q1 2021.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Pointe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.