RIA
NEA icon

Realta Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Realta Investment 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
Q2 		$565K Buy
48,152
+1,400
+3% +$16.1K 0.18% 124
2026
Q1 		$525K Hold
46,752
– – 0.18% 122
2025
Q4 		$544K Hold
46,752
– – 0.18% 118
2025
Q3 		$533K Hold
46,752
– – 0.18% 116
2025
Q2 		$511K Buy
46,752
+12,973
+38% +$141K 0.2% 109
2025
Q1 		$378K Hold
33,779
– – 0.17% 121
2024
Q4 		$387K Hold
33,779
– – 0.16% 123
2024
Q3 		$401K Sell
33,779
-26,322
-44% -$306K 0.18% 121
2024
Q2 		$689K Buy
60,101
+184
+0.3% +$2.01K 0.13% 170
2024
Q1 		$663K Sell
59,917
-1,704
-3% -$18.7K 0.14% 178
2023
Q4 		$678K Buy
61,621
+5,399
+10% +$55.1K 0.15% 165
2023
Q3 		$615K Hold
56,222
– – 0.14% 166
2023
Q2 		$615K Buy
56,222
+584
+1% +$6.39K 0.13% 177
2023
Q1 		$619K Buy
55,638
+1,049
+2% +$11.7K 0.15% 166
2022
Q4 		$621K Sell
54,589
-1,663
-3% -$18.1K 0.15% 160
2022
Q3 		$596K Buy
56,252
+450
+0.8% +$5.41K 0.16% 163
2022
Q2 		$663K Buy
55,802
+2,417
+5% +$29.4K 0.16% 147
2022
Q1 		$701K Sell
53,385
-5
-0% -$70 0.14% 160
2021
Q4 		$833K Buy
53,390
+1,569
+3% +$23.9K 0.18% 136
2021
Q3 		$787K Buy
51,821
+127
+0.2% +$2.01K 0.19% 137
2021
Q2 		$812K Buy
51,694
+51
+0.1% +$776 0.19% 136
2021
Q1 		$765K Buy
+51,643
New +$765K 0.2% 134
2019
Q2 		– Sell
-102
Closed -$1K – 1778
2019
Q1 		$1K Buy
+102
New +$1.33K ﹤0.01% 1296

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

Realta Investment Advisors's NEA Position: Q2 2026 in Review

Realta Investment Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 3% in Q2 2026, buying an estimated $16.1K and bringing the position to 48,152 shares worth $565K. The position accounts for 0.18% of the portfolio, ranked #124.

Realta Investment Advisors first reported a position in NEA in Q1 2019 and has held it in 23 quarters since. The position peaked at $833K in Q4 2021. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Realta Investment Advisors held 48,152 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $565K as of Q2 2026.
  • Realta Investment Advisors bought 1,400 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $16.1K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.18% of Realta Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • Realta Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2019 and has held it in 23 quarters since.
  • Realta Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $833K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.