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

Savant Capital’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 		$3.61M Buy
314,670
+157,589
+100% +$1.81M 0.01% 473
2026
Q1 		$1.76M Buy
157,081
+9
+0% +$105 0.01% 453
2025
Q4 		$1.83M Buy
157,072
+775
+0.5% +$8.92K 0.01% 418
2025
Q3 		$1.78M Sell
156,297
-4,000
-2% -$44K 0.01% 415
2025
Q2 		$1.75M Sell
160,297
-251
-0.2% -$2.72K 0.01% 390
2025
Q1 		$1.8M Sell
160,548
-1,467
-0.9% -$16.7K 0.02% 350
2024
Q4 		$1.83M Sell
162,015
-173
-0.1% -$2.01K 0.01% 466
2024
Q3 		$1.94M Buy
162,188
+455
+0.3% +$5.29K 0.02% 438
2024
Q2 		$1.85M Sell
161,733
-3,440
-2% -$37.7K 0.02% 403
2024
Q1 		$1.83M Buy
165,173
+7
+0% +$77 0.02% 376
2023
Q4 		$1.82M Buy
165,166
+3,613
+2% +$36.9K 0.02% 311
2023
Q3 		$1.56M Sell
161,553
-88
-0.1% -$924 0.02% 306
2023
Q2 		$1.77M Buy
161,641
+227
+0.1% +$2.48K 0.03% 280
2023
Q1 		$1.79M Buy
161,414
+1,047
+0.7% +$11.7K 0.03% 233
2022
Q4 		$1.82M Hold
160,367
– – 0.04% 175
2022
Q3 		$1.7M Buy
160,367
+88
+0.1% +$1.06K 0.05% 167
2022
Q2 		$1.88M Sell
160,279
-4,420
-3% -$53.9K 0.06% 155
2022
Q1 		$2.16M Hold
164,699
– – 0.07% 141
2021
Q4 		$2.57M Buy
164,699
+1,300
+0.8% +$19.8K 0.08% 125
2021
Q3 		$2.48M Sell
163,399
-410
-0.3% -$6.48K 0.09% 119
2021
Q2 		$2.57M Buy
163,809
+3,530
+2% +$53.7K 0.1% 108
2021
Q1 		$2.38M Sell
160,279
-6,099
-4% -$90.4K 0.13% 105
2020
Q4 		$2.51M Buy
166,378
+72
+0% +$1.05K 0.15% 99
2020
Q3 		$2.38M Buy
166,306
+71
+0% +$1.02K 0.16% 98
2020
Q2 		$2.31M Buy
166,235
+72
+0% +$973 0.18% 97
2020
Q1 		$2.25M Buy
+166,163
New +$2.36M 0.21% 90

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

Savant Capital's NEA Position: Q2 2026 in Review

Savant Capital increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 100% in Q2 2026, buying an estimated $1.81M and bringing the position to 314,670 shares worth $3.61M. The position accounts for 0.01% of the portfolio, ranked #473.

Savant Capital first reported a position in NEA in Q1 2020 and has held it in 26 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Savant Capital held 314,670 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $3.61M as of Q2 2026.
  • Savant Capital bought 157,589 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $1.81M.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Savant Capital's portfolio in Q2 2026, its #473 holding.
  • Savant Capital first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2020 and has held it in 26 quarters since.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.