Seed Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Seed Wealth 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
2025 Q2	–	Sell	-14,500	Closed	-$162K	–	158
2025 Q1	$162K	Hold	14,500	–	–	0.13%	146
2024 Q4	$164K	Hold	14,500	–	–	0.13%	145
2024 Q3	$174K	Hold	14,500	–	–	0.14%	153
2024 Q2	$166K	Hold	14,500	–	–	0.14%	146
2024 Q1	$159K	Hold	14,500	–	–	0.15%	146
2023 Q4	$160K	Hold	14,500	–	–	0.16%	144
2023 Q3	$140K	Buy	+14,500	New	+$152K	0.16%	134

Other funds holding NEA

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Seed Wealth Management's NEA Position: Q2 2025 in Review

Seed Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2025, closing a stake of 14,500 shares — an estimated $162K sold.

Seed Wealth Management first reported a position in NEA in Q3 2023 and held it in 7 quarters. The position peaked at $174K in Q3 2024. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

Seed Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Seed Wealth Management sold 14,500 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $162K.
Seed Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2023 and held it in 7 quarters.
Seed Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $174K in Q3 2024.
302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Seed Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.