SFMG Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

SFMG Wealth 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	$153K	Hold	13,049	–	–	0.01%	327
2026 Q1	$147K	Hold	13,049	–	–	0.01%	308
2025 Q4	$152K	Hold	13,049	–	–	0.01%	292
2025 Q3	$149K	Hold	13,049	–	–	0.01%	295
2025 Q2	$142K	Hold	13,049	–	–	0.01%	263
2025 Q1	$146K	Hold	13,049	–	–	0.01%	263
2024 Q4	$147K	Hold	13,049	–	–	0.01%	258
2024 Q3	$156K	Hold	13,049	–	–	0.01%	259
2024 Q2	$150K	Sell	13,049 -391	-3%	-$4.28K	0.01%	253
2024 Q1	$149K	Buy	13,440 +5	+0%	+$55	0.01%	262
2023 Q4	$148K	Buy	13,435 +4	+0%	+$41	0.01%	253
2023 Q3	$130K	Buy	+13,431	New	+$141K	0.01%	232
2015 Q2	–	Sell	-10,640	Closed	-$147K	–	150
2015 Q1	$147K	Buy	+10,640	New	+$148K	0.01%	171

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

SFMG Wealth Advisors's NEA Position: Q2 2026 in Review

SFMG Wealth Advisors held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 13,049 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #327.

SFMG Wealth Advisors first reported a position in NEA in Q1 2015 and has held it in 13 quarters since. The position peaked at $156K in Q3 2024. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

SFMG Wealth Advisors held 13,049 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $153K as of Q2 2026.
SFMG Wealth Advisors left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #327 holding.
SFMG Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2015 and has held it in 13 quarters since.
SFMG Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $156K in Q3 2024.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.